Second Half Financial 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
$334K Buy
1,046
+83
+9% +$26.5K 0.16% 59
2025
Q1
$259K Buy
963
+22
+2% +$5.92K 0.13% 69
2024
Q4
$279K Sell
941
-56
-6% -$16.6K 0.14% 72
2024
Q3
$270K Buy
+997
New +$270K 0.14% 77