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Orca Wealth Management’s American Express AXP Stock Holding History

Orca Wealth Management’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$286K Sell
896
-310
-26% -$98.9K 0.24% 55
2025
Q1 		$324K Buy
+1,206
New +$324K 0.29% 51