FirstPurpose Wealth’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$654K Sell
2023
Q4
$583K Buy
2023
Q3
$455K Buy
2023
Q2
$526K Sell
2023
Q1
$516K Buy
2022
Q4
$450K Buy
2022
Q3
$401K Sell
2022
Q2
$445K Buy
2022
Q1
$561K Sell
2021
Q4
$550K Buy