Cerro Pacific Wealth 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
$280K Buy
879
+145
+20% +$46.2K 0.08% 141
2025
Q1
$218K Buy
+734
New +$218K 0.07% 150