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Pines Wealth Management’s American Express AXP Stock Holding History

Pines Wealth Management’s Portfolio AXP Stock Details AXP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$586K Sell
1,785
-130
-7% -$42.7K 0.21% 114
2025
Q1 		$443K Sell
1,915
-110
-5% -$25.5K 0.2% 116
2024
Q4 		$594K Buy
+2,025
New +$594K 0.26% 99