Sendero Wealth Management’s American Express AXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$890K	Sell
2025 Q2	$1.06M	Buy
2025 Q1	$888K	Sell
2024 Q4	$1.04M	Buy
2024 Q3	$939K	Hold
2024 Q2	$802K	Sell
2024 Q1	$3.81M	Sell
2023 Q4	$3.76M	Buy
2023 Q3	$420K	Hold
2023 Q2	$490K	Buy