Capital Advisory Group Advisory Services’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	$692K	Buy	2,170 +104	+5%	+$33.2K	0.25%	87
2025 Q1	$556K	Buy	2,066 +272	+15%	+$73.2K	0.21%	101
2024 Q4	$532K	Buy	+1,794	New	+$532K	0.19%	103
2022 Q2	–	Sell	-100	Closed	-$19K	–	228
2022 Q1	$19K	Buy	+100	New	+$19K	0.01%	303