Whitaker-Myers Wealth Managers’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
Sell
2025
Q2
$689K Buy
2025
Q1
$476K Buy
2024
Q4
Sell
2024
Q3
$435K Buy
2024
Q2
$339K Buy
2024
Q1
$280K Buy