Kellett Wealth Advisors’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	$349K	Buy	+1,096	New	+$349K	0.23%	45
2025 Q1	–	Sell	-729	Closed	-$216K	–	74
2024 Q4	$216K	Buy	+729	New	+$216K	0.15%	68
2024 Q3	–	Sell	-898	Closed	-$208K	–	72
2024 Q2	$208K	Buy	+898	New	+$208K	0.17%	66