Drive Wealth Management’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$446K	Sell	1,474 -6	-0.4%	-$2.01K	0.09%	181
2025 Q4	$548K	Buy	1,480 +54	+4%	+$19.3K	0.11%	155
2025 Q3	$474K	Sell	1,426 -21	-1%	-$6.68K	0.1%	173
2025 Q2	$462K	Sell	1,447 -13	-0.9%	-$3.66K	0.1%	173
2025 Q1	$393K	Sell	1,460 -35	-2%	-$10.3K	0.09%	168
2024 Q4	$444K	Buy	1,495 +66	+5%	+$19K	0.11%	150
2024 Q3	$387K	Buy	1,429 +55	+4%	+$13.7K	0.1%	166
2024 Q2	$318K	Buy	1,374 +37	+3%	+$8.57K	0.09%	183
2024 Q1	$304K	Sell	1,337 -445	-25%	-$92.3K	0.09%	198
2023 Q4	$334K	Buy	1,782 +118	+7%	+$19K	0.11%	179
2023 Q3	$248K	Buy	1,664 +42	+3%	+$6.87K	0.09%	202
2023 Q2	$283K	Buy	1,622 +79	+5%	+$12.7K	0.1%	184
2023 Q1	$255K	Buy	1,543 +111	+8%	+$18.4K	0.11%	209
2022 Q4	$212K	Buy	+1,432	New	+$212K	0.11%	207