AssuredPartners 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	$4.69M	Sell	14,714 -143	-1%	-$45.6K	1.15%	26
2025 Q1	$4M	Buy	14,857 +799	+6%	+$215K	0.77%	29
2024 Q4	$4.17M	Buy	+14,058	New	+$4.17M	0.81%	28