PRW Wealth Management’s American Express AXP Stock Holding History

PRW Wealth Management’s Portfolio AXP Stock Details AXP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$219K	Buy
2022 Q2	–	Sell
2022 Q1	$258K	Buy
2021 Q4	$206K	Buy
2021 Q3	–	Sell
2021 Q2	$410K	Buy
2020 Q3	–	Sell
2020 Q2	$204K	Buy
2019 Q2	–	Sell
2019 Q1	$49K	Hold
2018 Q4	$42K	Buy