Quotient Wealth Partners’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
Q3
$1.01M Buy
2025
Q2
$942K Buy
2025
Q1
$640K Buy
2024
Q4
$702K Buy
2024
Q3
$553K Buy
2024
Q2
$455K Buy
2024
Q1
$393K Sell
2023
Q4
$327K Buy