WealthTrust Axiom’s American Express AXP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.62M	Buy	5,088 +5	+0.1%	+$1.6K	0.48%	49
2025 Q1	$1.37M	Hold	5,083	–	–	0.42%	55
2024 Q4	$1.51M	Sell	5,083 -18	-0.4%	-$5.34K	0.45%	51
2024 Q3	$1.38M	Buy	5,101 +644	+14%	+$175K	0.41%	52
2024 Q2	$1.03M	Hold	4,457	–	–	0.34%	69
2024 Q1	$1.01M	Sell	4,457 -578	-11%	-$132K	0.33%	71
2023 Q4	$943K	Buy	5,035 +2,236	+80%	+$419K	0.32%	71
2023 Q3	$418K	Sell	2,799 -3,354	-55%	-$500K	0.15%	143
2023 Q2	$1.07M	Hold	6,153	–	–	0.36%	66
2023 Q1	$1.02M	Hold	6,153	–	–	0.35%	68
2022 Q4	$909K	Sell	6,153 -1	-0%	-$148	0.32%	69
2022 Q3	$830K	Hold	6,154	–	–	0.32%	73
2022 Q2	$853K	Buy	6,154 +10	+0.2%	+$1.39K	0.3%	74
2022 Q1	$1.15M	Buy	6,144 +30	+0.5%	+$5.61K	0.36%	66
2021 Q4	$1M	Hold	6,114	–	–	0.32%	73
2021 Q3	$1.02M	Hold	6,114	–	–	0.35%	71
2021 Q2	$1.01M	Hold	6,114	–	–	0.32%	71
2021 Q1	$864K	Sell	6,114 -300	-5%	-$42.4K	0.29%	79
2020 Q4	$775K	Hold	6,414	–	–	0.28%	78
2020 Q3	$642K	Hold	6,414	–	–	0.28%	79
2020 Q2	$610K	Buy	6,414 +300	+5%	+$28.5K	0.27%	84
2020 Q1	$523K	Buy	6,114 +200	+3%	+$17.1K	0.26%	85
2019 Q4	$736K	Hold	5,914	–	–	0.25%	90
2019 Q3	$699K	Sell	5,914 -726	-11%	-$85.8K	0.25%	93
2019 Q2	$819K	Hold	6,640	–	–	0.28%	84
2019 Q1	$725K	Hold	6,640	–	–	0.26%	92
2018 Q4	$632K	Sell	6,640 -54	-0.8%	-$5.14K	0.26%	94
2018 Q3	$712K	Hold	6,694	–	–	0.24%	95
2018 Q2	$655K	Hold	6,694	–	–	0.23%	101
2018 Q1	$624K	Buy	+6,694	New	+$624K	0.23%	99