Mattson Financial 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	–	Sell	-3,398	Closed	-$914K	–	171
2025 Q1	$914K	Sell	3,398 -243	-7%	-$65.4K	0.27%	108
2024 Q4	$987K	Sell	3,641 -1,634	-31%	-$443K	0.31%	100
2024 Q3	$1.22M	Sell	5,275 -41	-0.8%	-$9.49K	0.44%	80
2024 Q2	$1.23M	Buy	+5,316	New	+$1.23M	0.44%	80