PBMares Wealth Management’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,329	Closed	-$217K	–	152
2021 Q4	$217K	Hold	1,329	–	–	0.09%	146
2021 Q3	$223K	Hold	1,329	–	–	0.11%	140
2021 Q2	$220K	Sell	1,329 -319	-19%	-$52.8K	0.12%	140
2021 Q1	$233K	Buy	+1,648	New	+$233K	0.19%	127