Mittelman Wealth Management’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,229	Closed	-$1.21M	–	32
2024 Q2	$1.21M	Sell	5,229 -125	-2%	-$28.9K	0.78%	31
2024 Q1	$1.22M	Buy	+5,354	New	+$1.22M	0.83%	31