BWA
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Beam Wealth Advisors’s American Express AXP Stock Holding History

Beam Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,226
Closed -$279K – 104
2024
Q1 		$279K Buy
1,226
+137
+13% +$31.2K 0.17% 91
2023
Q4 		$204K Buy
+1,089
New +$204K 0.13% 101