GC Wealth Management RIA’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
$1.71M Buy
+5,370
New +$1.71M 0.14% 150
2024
Q4
Sell
-2,810
Closed -$762K 290
2024
Q3
$762K Buy
+2,810
New +$762K 0.13% 135