Planning Directions’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	-908	Closed	-$246K	–	78
2024 Q3	$246K	Buy	908 +1	+0.1%	+$271	0.15%	70
2024 Q2	$210K	Buy	907 +2	+0.2%	+$463	0.14%	70
2024 Q1	$206K	Buy	+905	New	+$206K	0.14%	71