ORBA Wealth Advisors’s American Express AXP Stock Holding History

ORBA Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$543K	Hold
2024 Q4	$599K	Buy
2024 Q3	$546K	Hold
2024 Q2	$466K	Buy
2024 Q1	$456K	Hold
2023 Q4	$375K	Buy