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Petros Family Wealth’s American Express AXP Stock Holding History

Petros Family Wealth’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 		$595K Buy
1,865
+204
+12% +$65.1K 0.54% 54
2025
Q1 		$447K Buy
1,661
+108
+7% +$29.1K 0.49% 61
2024
Q4 		$461K Buy
+1,553
New +$461K 0.5% 56