Marshall Financial Group (Maryland)’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	$288K	Sell	892 -39	-4%	-$12.6K	0.06%	213
2025 Q1	$250K	Buy	931 +20	+2%	+$5.38K	0.05%	205
2024 Q4	$270K	Sell	911 -24	-3%	-$7.12K	0.07%	191
2024 Q3	$254K	Buy	+935	New	+$254K	0.06%	193