Fi3 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
2025 Q2	$261K	Sell	820 -31	-4%	-$9.88K	0.09%	114
2025 Q1	$229K	Sell	851 -111	-12%	-$29.9K	0.09%	108
2024 Q4	$286K	Sell	962 -5	-0.5%	-$1.49K	0.11%	81
2024 Q3	$262K	Buy	+967	New	+$262K	0.1%	79