Bestgate Wealth Advisors’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
1,084
0.6% 38
2025
Q1
$292K Hold
1,084
0.6% 38
2024
Q4
$322K Buy
+1,084
New +$322K 0.65% 39