Stonehaven Wealth & Tax Solutions’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	$355K	Sell	1,114 -3	-0.3%	-$957	0.35%	48
2025 Q1	$301K	Sell	1,117 -520	-32%	-$140K	0.32%	52
2024 Q4	$486K	Buy	+1,637	New	+$486K	0.53%	47