Sonoma Private Wealth’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,217	Closed	-$331K	–	80
2023 Q3	$331K	Buy	2,217 +203	+10%	+$30.3K	0.6%	57
2023 Q2	$351K	Buy	+2,014	New	+$351K	0.61%	55