Exencial Wealth Advisors’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 | $512K | Sell |
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|
2025
Q2 | $529K | Sell |
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|
2025
Q1 | $448K | Buy |
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|
2024
Q4 | $461K | Sell |
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|
2024
Q3 | $469K | Sell |
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|
2024
Q2 | $414K | Sell |
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|
2024
Q1 | $432K | Sell |
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|
2023
Q4 | $366K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $417K | Hold |
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|
2016
Q3 | $374K | Buy |
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