CFC Planning Company’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	$5.52M	Buy	17,319 +2,099	+14%	+$670K	5.21%	4
2025 Q1	$4.1M	Buy	15,220 +1,392	+10%	+$375K	4.48%	4
2024 Q4	$4.1M	Buy	+13,828	New	+$4.1M	4.4%	3