Mowery & Schoenfeld 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
2025
Q2
$28.1K Hold
88
0.04% 152
2025
Q1
$23.7K Hold
88
0.05% 192
2024
Q4
$26.1K Sell
88
-82
-48% -$24.3K 0.05% 158
2024
Q3
$46.1K Buy
+170
New +$46.1K 0.07% 104