IBEX Wealth Advisors’s American Express AXP Stock Holding History

IBEX Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.76M	Buy
2025 Q1	$4.53M	Buy
2024 Q4	$3.76M	Sell
2024 Q3	$12.9M	Buy
2024 Q2	$1.72M	Buy
2017 Q1	–	Sell
2016 Q4	$16K	Buy