AWM
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Aviso Wealth Management’s American Express AXP Stock Holding History

Aviso Wealth Management’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 		$765K Buy
2,397
+11
+0.5% +$3.51K 0.36% 69
2025
Q1 		$642K Buy
2,386
+178
+8% +$47.9K 0.34% 77
2024
Q4 		$655K Buy
2,208
+13
+0.6% +$3.86K 0.33% 76
2024
Q3 		$595K Buy
+2,195
New +$595K 0.32% 82