Alteri Wealth’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
$569K Buy
1,785
+217
+14% +$69.2K 0.22% 116
2025
Q1
$422K Sell
1,568
-650
-29% -$175K 0.19% 145
2024
Q4
$658K Buy
+2,218
New +$658K 0.18% 82