Opal 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
Q4 | $902K | Sell |
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|
2025
Q3 | $813K | Sell |
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|
2025
Q2 | $829K | Buy |
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|
2025
Q1 | $657K | Buy |
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|
2024
Q4 | $636K | Buy |
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|
2024
Q3 | $572K | Sell |
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|
2024
Q2 | $489K | Sell |
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|
2024
Q1 | $488K | Buy |
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|
2023
Q4 | $401K | Buy |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $315K | Buy |
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