Octavia Wealth 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	$298K	Buy	933 +8	+0.9%	+$2.55K	0.03%	162
2025 Q1	$249K	Sell	925 -23	-2%	-$6.19K	0.03%	194
2024 Q4	$281K	Hold	948	–	–	0.03%	179
2024 Q3	$257K	Sell	948 -10	-1%	-$2.71K	0.03%	185
2024 Q2	$222K	Buy	+958	New	+$222K	0.03%	202