Nadler Financial Group’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
$424K Buy
2025
Q2
$375K Hold
2025
Q1
$317K Hold
2024
Q4
$349K Hold
2024
Q3
$319K Buy
2024
Q2
$247K Hold
2024
Q1
$243K Buy
2022
Q2
Sell
2022
Q1
$206K Buy
2021
Q4
Sell
2021
Q3
$202K Buy
2020
Q1
Sell
2019
Q4
$210K Buy
2019
Q3
Sell
2019
Q2
$218K Buy