Planned Solutions’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-124	Closed	-$33.6K	–	156
2024 Q3	$33.6K	Buy	+124	New	+$33.6K	0.01%	344
2024 Q1	–	Sell	-324	Closed	-$60.7K	–	130
2023 Q4	$60.7K	Buy	+324	New	+$60.7K	0.03%	255