Quantum Financial Advisors’s American Express AXP Stock Holding History

Quantum Financial Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$783K	Hold
2025 Q2	$752K	Hold
2025 Q1	$634K	Hold
2024 Q4	$700K	Sell
2024 Q3	$886K	Buy
2024 Q2	$321K	Hold
2024 Q1	$316K	Buy
2023 Q4	$201K	Buy