Vishria Bird Financial Group’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
$418K Buy
2025
Q2
$391K Buy
2025
Q1
$322K Hold
2024
Q4
$355K Hold
2024
Q3
$325K Buy
2019
Q3
Sell
2019
Q2
$351K Hold
2019
Q1
$311K Hold
2018
Q4
$271K Hold
2018
Q3
$303K Hold
2018
Q2
$279K Buy