Sax 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
Q3 | $772K | Buy |
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|
2025
Q2 | $653K | Buy |
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|
2025
Q1 | $532K | Buy |
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|
2024
Q4 | $566K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $336K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $219K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $304K | Buy |
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