Evelyn Partners Investment Management Services’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
$176K Sell
184
-3,125
-94% -$2.98M 0.02% 103
2025
Q1
$122K Buy
+3,309
New +$122K 0.02% 100