Synergy Asset Management’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,101	Closed	-$512K	–	101
2021 Q2	$512K	Hold	3,101	–	–	0.14%	60
2021 Q1	$439K	Sell	3,101 -100	-3%	-$14.2K	0.13%	65
2020 Q4	$387K	Buy	+3,201	New	+$387K	0.12%	59