Wealth Management Partners’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$306K	Buy	1,014 +1	+0.1%	+$335	0.09%	122
2025 Q4	$375K	Sell	1,013 -131	-11%	-$46.9K	0.11%	113
2025 Q3	$380K	Sell	1,144 -77	-6%	-$24.5K	0.12%	108
2025 Q2	$394K	Hold	1,221	–	–	0.14%	100
2025 Q1	$328K	Buy	1,221 +1	+0.1%	+$296	0.15%	93
2024 Q4	$362K	Hold	1,220	–	–	0.16%	88
2024 Q3	$331K	Hold	1,220	–	–	0.15%	88
2024 Q2	$282K	Buy	1,220 +1	+0.1%	+$232	0.14%	89
2024 Q1	$278K	Hold	1,219	–	–	0.14%	96
2023 Q4	$228K	Buy	+1,219	New	+$196K	0.13%	110
2023 Q3	–	Sell	-1,218	Closed	-$212K	–	118
2023 Q2	$212K	Sell	1,218 -100	-8%	-$16.1K	0.13%	108
2023 Q1	$217K	Buy	+1,318	New	+$219K	0.15%	106
2022 Q2	–	Sell	-1,000	Closed	-$228K	–	98
2022 Q1	$228K	Buy	+1,000	New	+$181K	0.16%	99
2021 Q4	–	Sell	-1,216	Closed	-$204K	–	109
2021 Q3	$204K	Hold	1,216	–	–	0.15%	105
2021 Q2	$201K	Buy	+1,216	New	+$190K	0.14%	114