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Delap Wealth Advisory’s American Express AXP Stock Holding History

Delap Wealth Advisory’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,121
Closed -$255K – 136
2024
Q1 		$255K Buy
+1,121
New +$255K 0.1% 190