Tanglewood Legacy 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
Q2 | $398K | Hold |
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|
2025
Q1 | $336K | Hold |
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|
2024
Q4 | $370K | Hold |
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|
2024
Q3 | $338K | Hold |
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|
2024
Q2 | $289K | Hold |
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|
2024
Q1 | $284K | Hold |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $186K | Hold |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $230K | Hold |
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|
2022
Q4 | $206K | Buy |
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