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Root Financial Partners’s American Express AXP Stock Holding History

Root Financial Partners’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 		$425K Buy
1,331
+519
+64% +$166K 0.04% 145
2025
Q1 		$218K Buy
812
+78
+11% +$21K 0.02% 195
2024
Q4 		$218K Buy
+734
New +$218K 0.03% 197