Betterment LLC’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
$211K Sell
660
-255
-28% -$81.5K ﹤0.01% 488
2025
Q1
$246K Sell
915
-29
-3% -$7.8K ﹤0.01% 427
2024
Q4
$280K Buy
+944
New +$280K ﹤0.01% 398