Portside Wealth Group’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
$999K Sell
2025
Q1
$868K Buy
2024
Q4
$884K Sell
2024
Q3
$822K Buy
2024
Q2
$665K Sell
2024
Q1
$704K Sell
2023
Q4
$645K Sell
2023
Q3
$560K Buy
2023
Q2
$609K Buy