Meadow Creek Wealth Advisors’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
$608K Buy
2025
Q2
$528K Hold
2025
Q1
$445K Buy
2024
Q4
$488K Buy
2024
Q3
$441K Hold
2024
Q2
$376K Hold
2024
Q1
$370K Buy
2019
Q4
$87K Buy