Tanager Wealth 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 | $727K | Sell |
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|
2025
Q2 | $721K | Sell |
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|
2025
Q1 | $752K | Sell |
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|
2024
Q4 | $976K | Sell |
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|
2024
Q3 | $915K | Sell |
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|
2024
Q2 | $784K | Hold |
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|
2024
Q1 | $771K | Buy |
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|
2023
Q4 | $595K | Sell |
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|
2023
Q3 | $491K | Buy |
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|
2023
Q2 | $548K | Buy |
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|
2023
Q1 | $500K | Sell |
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|
2022
Q4 | $487K | Buy |
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|
2022
Q3 | $404K | Buy |
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