EAM

EdenTree Asset Management’s American Express AXP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,000	Closed	-$187K	–	69
2023 Q4	$187K	Hold	1,000	–	–	0.06%	69
2023 Q3	$149K	Sell	1,000 -6,000	-86%	-$895K	0.06%	62
2023 Q2	$1.22M	Buy	+7,000	New	+$1.22M	0.42%	40