Sagespring Wealth Partners’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.8M	Buy	18,171 +1,906	+12%	+$608K	0.12%	91
2025 Q1	$4.38M	Buy	16,265 +2,905	+22%	+$782K	0.11%	102
2024 Q4	$3.97M	Buy	+13,360	New	+$3.97M	0.1%	93