SMART Wealth’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Sell
640
-3,385
-84% -$1.08M 0.06% 164
2025
Q1
$1.08M Buy
+4,025
New +$1.08M 0.39% 69