Walkner Condon Financial 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
Q3 | $458K | Buy |
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|
2025
Q2 | $430K | Sell |
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|
2025
Q1 | $365K | Buy |
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|
2024
Q4 | $392K | Sell |
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|
2024
Q3 | $361K | Sell |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $526K | Buy |
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|
2023
Q4 | $403K | Buy |
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|
2023
Q3 | $296K | Buy |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $320K | Buy |
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|
2022
Q4 | $227K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Buy |
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