Secure Asset Management’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
$810K Buy
2025
Q2
$761K Buy
2025
Q1
$333K Buy
2024
Q4
$299K Buy
2022
Q4
Sell
2022
Q3
$285K Sell
2022
Q2
$327K Buy
2022
Q1
$441K Buy