Lumbard & Kellner’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	$278K	Hold	870	–	–	0.12%	77
2025 Q1	$234K	Hold	870	–	–	0.1%	76
2024 Q4	$258K	Hold	870	–	–	0.11%	71
2024 Q3	$236K	Hold	870	–	–	0.1%	70
2024 Q2	$201K	Buy	+870	New	+$201K	0.1%	72