JGP Wealth 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	$286K	Buy	896 +10	+1%	+$3.19K	0.03%	172
2025 Q1	$238K	Buy	886 +25	+3%	+$6.73K	0.03%	175
2024 Q4	$256K	Sell	861 -3	-0.3%	-$890	0.03%	165
2024 Q3	$234K	Buy	+864	New	+$234K	0.03%	167