Wealth Advisory Solutions’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 | $255K | Hold |
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|
2025
Q2 | $245K | Sell |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $531K | Buy |
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|
2024
Q3 | $427K | Hold |
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|
2024
Q2 | $365K | Hold |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $231K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $491K | Buy |
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|
2020
Q3 | $247K | Buy |
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|
2020
Q2 | $232K | Buy |
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