Global Assets Advisory’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
$505K Sell
1,565
-966
-38% -$312K 0.2% 112
2025
Q1
$638K Buy
+2,531
New +$638K 0.12% 142
2024
Q2
Sell
-100,668
Closed -$442K 91
2024
Q1
$442K Buy
+100,668
New +$442K 0.02% 348