Brown Financial 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	–	Sell	-1,641	Closed	-$442K	–	140
2025 Q1	$442K	Buy	1,641 +58	+4%	+$15.6K	0.18%	115
2024 Q4	$470K	Sell	1,583 -196	-11%	-$58.2K	0.19%	99
2024 Q3	$482K	Sell	1,779 -1,372	-44%	-$372K	0.2%	105
2024 Q2	$730K	Buy	+3,151	New	+$730K	0.33%	94