PWP
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Phillips Wealth Planners’s American Express AXP Stock Holding History

Phillips Wealth Planners’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 		$404K Sell
1,276
-128
-9% -$40.6K 0.37% 94
2025
Q1 		$353K Buy
1,404
+464
+49% +$117K 0.37% 89
2024
Q4 		$276K Buy
940
+96
+11% +$28.2K 0.28% 127
2024
Q3 		$238K Buy
+844
New +$238K 0.23% 163