Fortis Group 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 Q1	–	Sell	-8,436	Closed	-$2.5M	–	500
2024 Q4	$2.5M	Sell	8,436 -3,890	-32%	-$1.15M	0.47%	55
2024 Q3	$3.34M	Sell	12,326 -739	-6%	-$200K	0.62%	50
2024 Q2	$3.03M	Buy	+13,065	New	+$3.03M	0.6%	47