Icon Wealth Advisors’s American Express AXP Stock Holding History

Icon 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	$2.71M	Sell
2025 Q1	$2.79M	Sell
2024 Q4	$3.13M	Hold
2024 Q3	$2.86M	Sell
2024 Q2	$2.7M	Buy
2024 Q1	$1.92M	Buy
2023 Q4	$501K	Buy
2022 Q4	$985K	Sell
2022 Q3	$902K	Buy