OWP
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ORG Wealth Partners’s American Express AXP Stock Holding History

ORG Wealth Partners’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 		$339K Sell
1,052
-26
-2% -$8.39K 0.08% 144
2025
Q1 		$292K Buy
1,078
+225
+26% +$60.9K 0.09% 161
2024
Q4 		$253K Sell
853
-56
-6% -$16.6K 0.08% 112
2024
Q3 		$247K Buy
+909
New +$247K 0.08% 110