Wiser Advisor Group’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
$88K Buy
2025
Q2
Sell
2025
Q1
$70.9K Buy
2024
Q4
$78K Buy
2024
Q3
$71.1K Hold
2024
Q2
$60.6K Buy
2024
Q1
$59.4K Hold
2023
Q4
$48.7K Buy