1620 Investment Advisors’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$204K	Sell	638 -1	-0.2%	-$319	0.14%	147
2025 Q1	$172K	Hold	639	–	–	0.13%	156
2024 Q4	$190K	Buy	639 +10	+2%	+$2.97K	0.14%	157
2024 Q3	$170K	Sell	629 -591	-48%	-$160K	0.12%	164
2024 Q2	$282K	Buy	+1,220	New	+$282K	0.22%	132