Capital Performance 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	$214K	Sell	672 -759	-53%	-$242K	0.04%	238
2025 Q1	$385K	Buy	+1,431	New	+$385K	0.08%	132
2024 Q4	–	Sell	-176	Closed	-$47.6K	–	413
2024 Q3	$47.6K	Buy	+176	New	+$47.6K	0.01%	361