Consilium Wealth Advisory’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	$248K	Hold	778	–	–	0.1%	89
2025 Q1	$209K	Sell	778 -41	-5%	-$11K	0.1%	85
2024 Q4	$243K	Hold	819	–	–	0.12%	85
2024 Q3	$222K	Buy	+819	New	+$222K	0.12%	84