Trek Financial’s American Express AXP Stock Holding History

Trek Financial’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$236K	Buy
2025 Q2	$223K	Buy
2024 Q3	–	Sell
2024 Q2	$3.32M	Sell
2024 Q1	$3.94M	Buy