LGT Financial 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	$8.61K	Buy	+27	New	+$8.61K	0.02%	221
2024 Q2	–	Sell	-207	Closed	-$47.1K	–	783
2024 Q1	$47.1K	Hold	207	–	–	0.05%	235
2023 Q4	$38.8K	Sell	207 -5	-2%	-$937	0.05%	242
2023 Q3	$31.6K	Buy	+212	New	+$31.6K	0.04%	266