Park Square Financial Group’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	$229K	Buy	718 +1	+0.1%	+$319	0.17%	95
2025 Q1	$193K	Sell	717 -32	-4%	-$8.61K	0.15%	88
2024 Q4	$222K	Buy	+749	New	+$222K	0.15%	80