SFMG Wealth Advisors’s American Express AXP Stock Holding History

SFMG Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$395K	Buy
2025 Q1	$333K	Buy
2024 Q4	$363K	Buy
2022 Q2	–	Sell
2022 Q1	$302K	Buy
2021 Q4	$264K	Buy
2021 Q3	$269K	Sell
2021 Q2	$269K	Buy
2021 Q1	$227K	Buy