One 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
2026 Q1	$690K	Buy	2,281 +33	+1%	+$11.1K	0.09%	126
2025 Q4	$832K	Sell	2,248 -100	-4%	-$35.8K	0.1%	106
2025 Q3	$780K	Sell	2,348 -2	-0.1%	-$636	0.1%	115
2025 Q2	$750K	Buy	2,350 +8	+0.3%	+$2.25K	0.1%	116
2025 Q1	$630K	Buy	2,342 +1,062	+83%	+$314K	0.09%	127
2024 Q4	$380K	Buy	1,280 +30	+2%	+$8.62K	0.06%	158
2024 Q3	$339K	Buy	1,250 +5	+0.4%	+$1.25K	0.05%	182
2024 Q2	$296K	Sell	1,245 -12	-1%	-$2.78K	0.06%	160
2024 Q1	$286K	Buy	+1,257	New	+$261K	0.05%	186
2023 Q1	–	Sell	-135	Closed	-$19.9K	–	226
2022 Q4	$19.9K	Buy	+135	New	+$20K	﹤0.01%	532
2019 Q2	–	Sell	-44	Closed	-$5K	–	151
2019 Q1	$5K	Buy	+44	New	+$4.62K	﹤0.01%	359
2018 Q4	–	Sell	-79	Closed	-$8K	–	135
2018 Q3	$8K	Buy	79 +9	+13%	+$936	0.01%	357
2018 Q2	$7K	Buy	+70	New	+$6.88K	0.01%	356
2018 Q1	–	Sell	-11,414	Closed	-$1.13M	–	518
2017 Q4	$1.13M	Buy	+11,414	New	+$1.09M	0.92%	12