Precedent Wealth Partners’s American Express AXP Stock Holding History

Precedent Wealth Partners’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 Q3	$665K	Hold
2025 Q2	$639K	Sell
2025 Q1	$570K	Buy
2024 Q4	$613K	Buy
2024 Q3	$548K	Hold
2024 Q2	$468K	Buy
2024 Q1	$400K	Hold
2023 Q4	$329K	Buy