Philip James Wealth Mangement’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
$675K Hold
2,116
0.09% 97
2025
Q1
$569K Buy
2,116
+4
+0.2% +$1.08K 0.07% 103
2024
Q4
$627K Buy
2,112
+12
+0.6% +$3.56K 0.08% 97
2024
Q3
$570K Buy
+2,100
New +$570K 0.07% 95