Guardian Wealth Advisors (North Carolina)’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
Q2 | $889K | Sell |
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|
2025
Q1 | $756K | Buy |
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|
2024
Q4 | $830K | Buy |
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|
2024
Q3 | $747K | Buy |
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|
2024
Q2 | $636K | Sell |
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|
2024
Q1 | $626K | Buy |
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|
2023
Q4 | $501K | Sell |
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|
2023
Q3 | $541K | Buy |
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|
2023
Q2 | $542K | Buy |
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|
2023
Q1 | $496K | Buy |
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|
2022
Q4 | $346K | Hold |
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|
2022
Q3 | $316K | Buy |
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|
2022
Q2 | $309K | Buy |
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