Strategic Family Wealth Counselors’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	$483K	Buy	1,514 +198	+15%	+$63.2K	0.14%	95
2025 Q1	$354K	Buy	1,316 +139	+12%	+$37.4K	0.12%	102
2024 Q4	$349K	Buy	1,177 +373	+46%	+$111K	0.11%	103
2024 Q3	$218K	Buy	+804	New	+$218K	0.08%	123