Sterling Investment Counsel’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	–	Sell	-1,040	Closed	-$280K	–	144
2025 Q1	$280K	Buy	+1,040	New	+$280K	0.1%	138
2024 Q4	–	Sell	-936	Closed	-$254K	–	134
2024 Q3	$254K	Buy	+936	New	+$254K	0.09%	140