Shum Financial Group’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$362K Buy
1,345
+236
+21% +$63.5K 0.31% 74
2024
Q4
$329K Buy
1,109
+166
+18% +$49.3K 0.28% 75
2024
Q3
$260K Buy
+943
New +$260K 0.22% 83