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North Berkeley Wealth Management’s American Express AXP Stock Holding History

North Berkeley Wealth Management’s Portfolio AXP Stock Details AXP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$239K Hold
750
– – 0.22% 57
2025
Q1 		$202K Hold
750
– – 0.21% 58
2024
Q4 		$223K Buy
+750
New +$223K 0.23% 58