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Bradley & Co. Private Wealth Management, LLC → AXP

Bradley & Co. Private Wealth Management, LLC AXP Position History

American Express Company • Financial Services

Quarters held
10
Latest value
$5K
Q3 2026
Peak value
$13.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$11.5M
Q3 2025$810K
Q4 2025$13.3M
Q4 2025$296K
Q1 2026$11.5M
Q1 2026$11K
Q2 2026$13M
Q2 2026$14K
Q3 2026$11.5M
Q3 2026$5K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5K16——
Q3 2026$11.5M37.9K——
Q2 2026$14K42——
Q2 2026$13M38.4K——
Q1 2026$11K36——
Q1 2026$11.5M38.0K——
Q4 2025$296K800——
Q4 2025$13.3M36.0K——
Q3 2025$810K2.4K——
Q3 2025$11.5M34.5K——

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