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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Buy |
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|
2025
Q1 | $630K | Buy |
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|
2024
Q4 | $380K | Buy |
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|
2024
Q3 | $339K | Buy |
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|
2024
Q2 | $296K | Sell |
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|
2024
Q1 | $286K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $19.9K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $5K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $8K | Buy |
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|
2018
Q2 | $7K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.13M | Buy |
|