New Wave 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
$230K Hold
2025
Q2
$230K Buy
2025
Q1
Sell
2024
Q4
$234K Sell
2024
Q3
$223K Buy