Jackson Wealth Management’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
$2.44M Buy
2025
Q2
$2.29M Sell
2025
Q1
$2.01M Sell
2024
Q4
$2.72M Buy
2024
Q3
$2.28M Buy
2023
Q2
Sell
2023
Q1
$487K Buy
2022
Q4
$254K Sell
2022
Q3
$402K Buy
2015
Q1
Sell
2014
Q4
$1.37M Buy