Phoenix 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
Q2 | $680K | Sell |
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|
2025
Q1 | $583K | Buy |
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|
2024
Q4 | $636K | Sell |
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|
2024
Q3 | $594K | Sell |
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|
2024
Q2 | $508K | Buy |
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|
2024
Q1 | $468K | Sell |
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|
2023
Q4 | $390K | Buy |
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|
2023
Q3 | $309K | Buy |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $336K | Sell |
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|
2022
Q4 | $444K | Buy |
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|
2022
Q3 | $384K | Sell |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $491K | Buy |
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|
2021
Q4 | $402K | Sell |
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|
2021
Q3 | $498K | Buy |
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|
2021
Q2 | $499K | Buy |
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|
2021
Q1 | $389K | Buy |
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|
2020
Q4 | $253K | Buy |
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