Capital Advisors 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	$251K	Buy	787 +4	+0.5%	+$1.28K	0.04%	172
2025 Q1	$211K	Buy	783 +5	+0.6%	+$1.35K	0.04%	173
2024 Q4	$231K	Buy	778 +27	+4%	+$8.02K	0.04%	161
2024 Q3	$204K	Buy	+751	New	+$204K	0.04%	163