McGlone Suttner 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
Q2
$919K Sell
2025
Q1
$901K Buy
2024
Q4
$956K Buy
2024
Q3
$860K Buy
2024
Q2
$447K Sell
2024
Q1
$711K Buy
2023
Q4
$447K Buy
2023
Q3
$332K Buy
2023
Q2
$375K Buy
2023
Q1
$336K Buy
2022
Q4
$232K Buy