OneAscent Wealth Management’s American Express AXP Stock Holding History

OneAscent Wealth Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$433K	Sell
2025 Q1	$391K	Buy
2024 Q4	$424K	Sell
2024 Q3	$406K	Hold
2024 Q2	$346K	Buy
2024 Q1	$268K	Buy
2023 Q4	$200K	Buy
2023 Q2	–	Sell
2023 Q1	$341K	Buy
2022 Q4	$220K	Buy