Paragon Private Wealth Management’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 | $1.77M | Buy |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.11M | Buy |
|
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $835K | Sell |
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|
2023
Q3 | $733K | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $990K | Buy |
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|
2022
Q3 | $929K | Buy |
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|
2022
Q2 | $814K | Buy |
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|
2022
Q1 | $959K | Buy |
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|
2021
Q4 | $776K | Buy |
|