Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s American Express AXP Stock Holding History

Envestnet Portfolio Solutions’s Portfolio AXP Stock Details AXP Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.95M Sell
2025
Q2 		$3M Sell
2025
Q1 		$2.75M Sell
2024
Q4 		$4.95M Sell
2024
Q3 		$4.97M Buy
2024
Q2 		$4.07M Sell
2024
Q1 		$4.24M Buy
2023
Q4 		$2.9M Buy
2023
Q3 		$2.08M Buy