Sheets Smith Wealth Management’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$312K	Buy	924 +1	+0.1%	+$320	0.03%	348
2026 Q1	$279K	Buy	923 +14	+2%	+$4.69K	0.03%	354
2025 Q4	$336K	Sell	909 -13	-1%	-$4.65K	0.04%	331
2025 Q3	$306K	Buy	922 +50	+6%	+$15.9K	0.03%	340
2025 Q2	$278K	Buy	872 +24	+3%	+$6.75K	0.03%	354
2025 Q1	$228K	Hold	848	–	–	0.03%	334
2024 Q4	$252K	Buy	848 +2	+0.2%	+$575	0.03%	339
2024 Q3	$230K	Buy	+846	New	+$211K	0.03%	348
2023 Q2	–	Sell	-2,714	Closed	-$448K	–	330
2023 Q1	$448K	Buy	+2,714	New	+$450K	0.07%	212
2020 Q1	–	Sell	-4,974	Closed	-$619K	–	276
2019 Q4	$619K	Sell	4,974 -294	-6%	-$35.1K	0.12%	172
2019 Q3	$623K	Sell	5,268 -10	-0.2%	-$1.23K	0.13%	167
2019 Q2	$651K	Sell	5,278 -102	-2%	-$12K	0.13%	164
2019 Q1	$588K	Sell	5,380 -26	-0.5%	-$2.73K	0.13%	173
2018 Q4	$515K	Sell	5,406 -163	-3%	-$17.1K	0.14%	157
2018 Q3	$593K	Sell	5,569 -269	-5%	-$28K	0.12%	188
2018 Q2	$572K	Buy	5,838 +72	+1%	+$7.08K	0.13%	172
2018 Q1	$538K	Sell	5,766 -764	-12%	-$74K	0.13%	177
2017 Q4	$649K	Buy	6,530 +22	+0.3%	+$2.1K	0.15%	165
2017 Q3	$589K	Buy	6,508 +23	+0.4%	+$1.98K	0.15%	172
2017 Q2	$546K	Buy	6,485 +24	+0.4%	+$1.9K	0.14%	167
2017 Q1	$511K	Buy	6,461 +167	+3%	+$13.1K	0.14%	181
2016 Q4	$466K	Buy	6,294 +420	+7%	+$29.1K	0.13%	194
2016 Q3	$376K	Buy	+5,874	New	+$377K	0.11%	194