Keystone Wealth Services’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	$664K	Buy	2,082 +5	+0.2%	+$1.6K	0.16%	144
2025 Q1	$559K	Sell	2,077 -400	-16%	-$108K	0.15%	138
2024 Q4	$735K	Buy	2,477 +76	+3%	+$22.6K	0.19%	114
2024 Q3	$651K	Buy	+2,401	New	+$651K	0.18%	117