Pine Harbor 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
2025 Q2	$223K	Buy	+699	New	+$223K	0.08%	95
2025 Q1	–	Sell	-699	Closed	-$207K	–	96
2024 Q4	$207K	Buy	+699	New	+$207K	0.08%	97