Gallagher Fiduciary 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	$316K	Sell	990 -121	-11%	-$38.6K	0.01%	245
2025 Q1	$299K	Sell	1,111 -119	-10%	-$32K	0.01%	240
2024 Q4	$365K	Buy	+1,230	New	+$365K	0.07%	192