D.B. Root & Company’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,133	Closed	-$443K	–	203
2021 Q1	$443K	Sell	3,133 -2,060	-40%	-$291K	0.17%	148
2020 Q4	$627K	Buy	+5,193	New	+$627K	0.25%	101