McCarter Private Wealth 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	$1.91M	Sell	5,997 -29	-0.5%	-$9.25K	1.09%	29
2025 Q1	$1.62M	Buy	6,026 +31	+0.5%	+$8.34K	1.06%	30
2024 Q4	$1.78M	Buy	5,995 +1	+0%	+$297	1.13%	28
2024 Q3	$1.63M	Buy	+5,994	New	+$1.63M	1.03%	31