Summit Place Financial Advisors’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	$234K	Buy	+732	New	+$234K	0.12%	81
2025 Q1	–	Sell	-722	Closed	-$214K	–	93
2024 Q4	$214K	Buy	+722	New	+$214K	0.12%	85
2021 Q4	–	Sell	-1,298	Closed	-$217K	–	101
2021 Q3	$217K	Buy	+1,298	New	+$217K	0.16%	101