Talon Private Wealth’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	$1.01M	Buy	3,153 +314	+11%	+$100K	0.14%	97
2025 Q1	$764K	Buy	+2,839	New	+$764K	0.1%	106
2024 Q4	–	Sell	-209	Closed	-$56.7K	–	306
2024 Q3	$56.7K	Buy	+209	New	+$56.7K	0.01%	101