Lionshead 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
2026
Q1
Sell
2025
Q4
$217K Sell
2025
Q3
$214K Hold
2025
Q2
$206K Buy
2025
Q1
Sell
2024
Q4
$369K Buy