Western Pacific Wealth Management’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
$211K Hold
2025
Q2
$202K Hold
2025
Q1
$171K Hold
2024
Q4
$188K Hold
2024
Q3
$172K Hold
2024
Q2
$147K Hold
2024
Q1
$144K Hold
2023
Q4
$119K Buy