Castle Rock 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 Q1	–	Sell	-851	Closed	-$265K	–	226
2024 Q4	$265K	Buy	851 +19	+2%	+$5.91K	0.06%	207
2024 Q3	$228K	Buy	+832	New	+$228K	0.05%	227