AFW
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Avantra Family Wealth’s American Express AXP Stock Holding History

Avantra Family Wealth’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$321K Sell
1,006
-43
-4% -$13.7K 0.27% 101
2025
Q1 		$282K Hold
1,049
– – 0.27% 120
2024
Q4 		$311K Buy
+1,049
New +$311K 0.29% 117