SHWM
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Smith & Howard Wealth Management’s American Express AXP Stock Holding History

Smith & Howard Wealth Management’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$275K Hold
861
– – 0.07% 64
2025
Q1 		$232K Hold
861
– – 0.06% 71
2024
Q4 		$255K Hold
861
– – 0.07% 65
2024
Q3 		$233K Buy
+861
New +$233K 0.07% 75