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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$421K Sell
1,320
-120
-8% -$38.3K 0.06% 118
2025
Q1
$387K Sell
1,440
-946
-40% -$255K 0.06% 116
2024
Q4
$708K Buy
2,386
+49
+2% +$14.5K 0.1% 96
2024
Q3
$634K Buy
+2,337
New +$634K 0.09% 94