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Brass Tax Wealth Management’s American Express AXP Stock Holding History

Brass Tax Wealth Management’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$369K Buy
1,157
+16
+1% +$5.1K 0.07% 142
2025
Q1 		$307K Buy
1,141
+1
+0.1% +$269 0.06% 153
2024
Q4 		$338K Sell
1,140
-99
-8% -$29.4K 0.07% 129
2024
Q3 		$336K Buy
+1,239
New +$336K 0.07% 129