Evelyn Partners Investment Management’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	$1.26M	Buy	6,541 +6,071	+1,292%	+$1.17M	0.05%	93
2025 Q1	$1.21M	Buy	+470	New	+$1.21M	0.06%	91