RBWA
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RFG - Bristol Wealth Advisors’s American Express AXP Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.58M Sell
11,220
-136
-1% -$43.4K 1.11% 26
2025
Q1 		$3.06M Buy
11,356
+443
+4% +$119K 1.02% 21
2024
Q4 		$3.24M Buy
+10,913
New +$3.24M 1.06% 25