Journey Strategic 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
2025
Q2
$5.93M Buy
2025
Q1
$4.68M Buy
2024
Q4
$3.07M Buy
2024
Q3
$1.79M Buy
2024
Q2
$1.31M Buy
2024
Q1
$1.04M Buy
2023
Q4
$763K Buy
2023
Q3
$493K Buy
2023
Q2
$573K Sell
2023
Q1
$767K Buy
2022
Q4
$627K Buy
2022
Q3
$427K Buy
2022
Q2
$218K Sell
2022
Q1
$419K Sell
2021
Q4
$373K Buy