Trivium Point Advisory’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
$356K Buy
2025
Q1
$297K Buy
2024
Q4
$270K Sell
2024
Q3
$278K Buy
2023
Q3
Sell
2023
Q2
$1.33M Buy
2023
Q1
$1.18M Buy
2022
Q4
$1M Buy
2022
Q3
$944K Buy
2022
Q2
$891K Sell
2022
Q1
$1.21M Buy