Adell Harriman & Carpenter’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	$283K	Buy	887 +56	+7%	+$17.9K	0.02%	152
2025 Q1	$224K	Buy	+831	New	+$224K	0.02%	162