Union Bancaire Privee’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47.6K Sell
150
-1,453
-91% -$461K ﹤0.01% 422
2025
Q1
$435K Sell
1,603
-1,173
-42% -$318K 0.01% 318
2024
Q4
$835K Buy
+2,776
New +$835K 0.01% 287