Physician 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
$448K Sell
2025
Q1
$380K Hold
2024
Q4
$419K Sell
2024
Q3
$398K Buy
2024
Q2
$355K Buy
2024
Q1
$292K Buy
2023
Q4
$212K Buy