Sharkey, Howes & Javer’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$439K Hold
2025
Q2
$421K Sell
2025
Q1
$387K Sell
2024
Q4
$708K Buy
2024
Q3
$634K Buy