LWMG
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Levy Wealth Management Group’s American Express AXP Stock Holding History

Levy Wealth Management Group’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$348K Buy
1,504
+401
+36% +$92.8K 0.09% 76
2024
Q1 		$207K Hold
1,103
– – 0.06% 102
2023
Q4 		$207K Buy
+1,103
New +$207K 0.06% 102