Barlow Wealth Partners’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
$292K Hold
896
0.03% 105
2025
Q1
$237K Hold
896
0.03% 119
2024
Q4
$280K Hold
896
0.04% 110
2024
Q3
$245K Buy
896
+1
+0.1% +$274 0.03% 138
2024
Q2
$216K Buy
+895
New +$216K 0.03% 144