Consultiva 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
Q2
$760K Hold
2,382
2.34% 9
2025
Q1
$641K Buy
2,382
+2,262
+1,885% +$609K 2.2% 9
2024
Q4
$35.6K Buy
+120
New +$35.6K 0.18% 66