Schneider Downs Wealth Management 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
Q4
$336K Buy
2022
Q4
Sell
2022
Q3
$259K Buy
2022
Q2
$264K Sell
2022
Q1
$487K Buy
2021
Q4
$385K Hold
2021
Q3
$394K Buy
2021
Q2
$384K Buy
2021
Q1
$269K Buy