Opal Wealth Advisors’s American Express AXP Stock Holding History

Opal Wealth Advisors’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	$829K	Buy
2025 Q1	$657K	Buy
2024 Q4	$636K	Buy
2024 Q3	$572K	Sell
2024 Q2	$489K	Sell
2024 Q1	$488K	Buy
2023 Q4	$401K	Buy
2023 Q3	$316K	Buy
2023 Q2	$315K	Buy