Davies Financial Advisors’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-959	Closed	-$260K	–	64
2024 Q3	$260K	Sell	959 -74	-7%	-$20.1K	0.23%	59
2024 Q2	$239K	Buy	1,033 +17	+2%	+$3.94K	0.22%	60
2024 Q1	$231K	Buy	+1,016	New	+$231K	0.24%	56