Omnia Family Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $389K | Hold |
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|
2025
Q3 | $349K | Sell |
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|
2025
Q2 | $335K | Buy |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $206K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $146K | Hold |
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|
2018
Q4 | $128K | Hold |
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|
2018
Q3 | $142K | Hold |
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|
2018
Q2 | $131K | Hold |
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|
2018
Q1 | $125K | Hold |
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|
2017
Q4 | $133K | Hold |
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|
2017
Q3 | $121K | Sell |
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|
2017
Q2 | $121K | Hold |
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|
2017
Q1 | $113K | Hold |
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|
2016
Q4 | $106K | Buy |
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