Signature Estate & Investment 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
$737K Sell
2025
Q2
$737K Buy
2025
Q1
$601K Buy
2024
Q4
$640K Sell
2024
Q3
$704K Buy
2024
Q2
$588K Buy
2022
Q2
Sell
2022
Q1
$232K Sell
2021
Q4
$206K Sell
2021
Q3
$211K Buy
2021
Q2
$205K Buy