Bernard Wealth Management’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	$117K	Sell	367 -3	-0.8%	-$957	0.05%	81
2025 Q1	$99.5K	Buy	370 +3	+0.8%	+$807	0.05%	84
2024 Q4	$109K	Buy	+367	New	+$109K	0.05%	78