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Claris Financial’s American Express AXP Stock Holding History

Claris Financial’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$309K Buy
968
+4
+0.4% +$1.28K 0.23% 101
2025
Q1 		$286K Hold
964
– – 0.19% 119
2024
Q4 		$286K Buy
+964
New +$286K 0.19% 119