J. Safra Sarasin Holding’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	$470K	Sell	1,474 -7,956	-84%	-$2.54M	0.01%	366
2025 Q1	$2.54M	Buy	9,430 +13	+0.1%	+$3.5K	0.05%	191
2024 Q4	$2.79M	Sell	9,417 -1,156	-11%	-$343K	0.05%	179
2024 Q3	$2.87M	Sell	10,573 -332	-3%	-$90K	0.05%	179
2024 Q2	$2.53M	Buy	+10,905	New	+$2.53M	0.05%	206