Jacobsen Capital Management’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	$304K	Buy	952 +102	+12%	+$32.5K	0.11%	75
2025 Q1	$229K	Buy	850 +23	+3%	+$6.19K	0.1%	87
2024 Q4	$245K	Hold	827	–	–	0.1%	77
2024 Q3	$224K	Buy	+827	New	+$224K	0.09%	91