Empire Financial Management Company’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	$3.96M	Sell	13,087 -1,947	-13%	-$653K	0.89%	34
2025 Q4	$5.56M	Hold	15,034	–	–	1.21%	17
2025 Q3	$4.99M	Buy	15,034 +9	+0.1%	+$2.86K	1.14%	22
2025 Q2	$4.79M	Sell	15,025 -11	-0.1%	-$3.1K	1.38%	15
2025 Q1	$4.05M	Sell	15,036 -17	-0.1%	-$5.03K	1.25%	18
2024 Q4	$4.47M	Sell	15,053 -498	-3%	-$143K	1.39%	12
2024 Q3	$4.22M	Sell	15,551 -10	-0.1%	-$2.49K	1.3%	15
2024 Q2	$3.6M	Sell	15,561 -34	-0.2%	-$7.87K	1.19%	16
2024 Q1	$3.55M	Buy	15,595 +182	+1%	+$37.7K	1.17%	17
2023 Q4	$2.89M	Buy	15,413 +325	+2%	+$52.3K	1.13%	22
2023 Q3	$2.25M	Sell	15,088 -1,057	-7%	-$173K	0.98%	27
2023 Q2	$2.81M	Sell	16,145 -1,049	-6%	-$169K	1.12%	26
2023 Q1	$2.84M	Buy	+17,194	New	+$2.85M	1.16%	24