Safeguard Financial’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$264K Sell
982
-134
-12% -$36.1K 0.06% 89
2024
Q4
$331K Sell
1,116
-193
-15% -$57.3K 0.07% 84
2024
Q3
$355K Buy
+1,309
New +$355K 0.08% 86