Morningstar Investment 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
Q1
Sell
2024
Q4
$614K Hold
2024
Q3
$572K Sell
2024
Q2
$494K Hold
2024
Q1
$485K Hold
2023
Q4
$399K Sell
2023
Q3
$334K Hold
2023
Q2
$391K Buy