Embree Financial Group’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.13M Sell
2025
Q2
$1.08M Buy
2025
Q1
$852K Buy
2024
Q4
$902K Buy
2024
Q3
$823K Buy
2024
Q2
$701K Buy
2024
Q1
$672K Buy
2023
Q4
$551K Buy