MPW
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Monterey Private Wealth’s American Express AXP Stock Holding History

Monterey Private Wealth’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$422K Buy
1,570
+2
+0.1% +$538 0.12% 77
2024
Q4 		$465K Buy
1,568
+517
+49% +$153K 0.15% 67
2024
Q3 		$285K Hold
1,051
– – 0.1% 97
2024
Q2 		$243K Buy
+1,051
New +$243K 0.09% 101