Tower Wealth Partners’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	$706K	Sell	2,212 -10	-0.5%	-$3.19K	0.42%	29
2025 Q1	$598K	Buy	2,222 +344	+18%	+$92.6K	0.32%	29
2024 Q4	$557K	Buy	1,878 +337	+22%	+$100K	0.29%	30
2024 Q3	$418K	Buy	+1,541	New	+$418K	0.24%	42