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Peak Financial Advisors’s American Express AXP Stock Holding History

Peak Financial Advisors’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 		$3.31M Sell
10,385
-240
-2% -$76.6K 1.7% 13
2025
Q1 		$2.86M Sell
10,625
-71
-0.7% -$19.1K 1.46% 26
2024
Q4 		$3.17M Sell
10,696
-140
-1% -$41.6K 1.65% 17
2024
Q3 		$2.94M Buy
+10,836
New +$2.94M 1.51% 29