Transform Wealth’s American Express AXP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$255K	Buy	+946	New	+$255K	0.02%	221
2024 Q1	–	Sell	-3,488	Closed	-$653K	–	221
2023 Q4	$653K	Sell	3,488 -54	-2%	-$10.1K	0.06%	154
2023 Q3	$528K	Buy	3,542 +101	+3%	+$15.1K	0.06%	164
2023 Q2	$599K	Sell	3,441 -71	-2%	-$12.4K	0.05%	164
2023 Q1	$579K	Sell	3,512 -150	-4%	-$24.7K	0.05%	165
2022 Q4	$541K	Buy	3,662 +61	+2%	+$9.01K	0.06%	142
2022 Q3	$486K	Sell	3,601 -203	-5%	-$27.4K	0.06%	122
2022 Q2	$529K	Buy	3,804 +108	+3%	+$15K	0.08%	122
2022 Q1	$691K	Sell	3,696 -620	-14%	-$116K	0.08%	134
2021 Q4	$706K	Sell	4,316 -557	-11%	-$91.1K	0.07%	138
2021 Q3	$816K	Sell	4,873 -360	-7%	-$60.3K	0.09%	127
2021 Q2	$865K	Sell	5,233 -789	-13%	-$130K	0.11%	129
2021 Q1	$852K	Sell	6,022 -77	-1%	-$10.9K	0.17%	109
2020 Q4	$737K	Sell	6,099 -703	-10%	-$85K	0.15%	119
2020 Q3	$682K	Buy	6,802 +66	+1%	+$6.62K	0.11%	125
2020 Q2	$641K	Sell	6,736 -12,838	-66%	-$1.22M	0.11%	128
2020 Q1	$1.68M	Sell	19,574 -1,280	-6%	-$110K	0.36%	89
2019 Q4	$2.6M	Sell	20,854 -95	-0.5%	-$11.8K	0.41%	79
2019 Q3	$2.48M	Sell	20,949 -6,885	-25%	-$814K	0.44%	78
2019 Q2	$3.44M	Sell	27,834 -7,666	-22%	-$946K	0.51%	72
2019 Q1	$3.88M	Buy	35,500 +12,300	+53%	+$1.34M	0.72%	59
2018 Q4	$2.21M	Sell	23,200 -4,900	-17%	-$467K	0.46%	74
2018 Q3	$2.99M	Sell	28,100 -100	-0.4%	-$10.6K	0.52%	71
2018 Q2	$2.76M	Sell	28,200 -1,055	-4%	-$103K	0.5%	67
2018 Q1	$2.73M	Buy	29,255 +1,400	+5%	+$131K	0.52%	71
2017 Q4	$2.77M	Buy	+27,855	New	+$2.77M	0.51%	65