Stiles Financial Services’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
$227K Sell
710
-98
-12% -$31.3K 0.08% 165
2025
Q1
$218K Buy
808
+1
+0.1% +$269 0.08% 165
2024
Q4
$240K Buy
807
+1
+0.1% +$297 0.09% 164
2024
Q3
$219K Buy
+806
New +$219K 0.08% 172