Northwest Financial Advisors’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-365	Closed	-$99K	–	143
2024 Q3	$99K	Buy	+365	New	+$99K	0.08%	156
2024 Q1	–	Sell	-364	Closed	-$68.3K	–	124
2023 Q4	$68.3K	Buy	+364	New	+$68.3K	0.06%	178