NBZ Investment Advisors’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	$1.73M	Sell	5,423 -2,339	-30%	-$746K	0.98%	21
2025 Q1	$2.09M	Buy	7,762 +2,403	+45%	+$647K	1.2%	18
2024 Q4	$1.59M	Buy	+5,359	New	+$1.59M	0.89%	18