OneAscent Financial Services’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 | $642K | Sell |
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|
2025
Q2 | $739K | Sell |
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|
2025
Q1 | $1.69M | Buy |
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|
2024
Q4 | $765K | Buy |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $504K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $642K | Buy |
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|
2022
Q4 | $521K | Buy |
|