Next Level Private’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
$1.27M Buy
2025
Q1
$1.07M Buy
2024
Q4
$1.16M Sell
2024
Q3
$1.06M Buy
2024
Q2
$902K Buy
2024
Q1
$885K Buy
2023
Q4
$404K Buy
2023
Q3
$322K Hold
2023
Q2
$369K Buy
2023
Q1
Sell
2022
Q4
$324K Hold
2022
Q3
$311K Sell
2022
Q2
$3.13M Buy
2022
Q1
$402K Hold
2021
Q4
$352K Buy