MBL Wealth’s American Express AXP Stock Holding History

MBL Wealth’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 Q3	$510K	Sell
2025 Q2	$513K	Sell
2025 Q1	$440K	Buy
2024 Q4	$475K	Sell
2024 Q3	$460K	Buy
2024 Q2	$240K	Buy
2024 Q1	$232K	Buy
2022 Q3	–	Sell
2022 Q2	$318K	Buy
2022 Q1	$201K	Buy