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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$223K Buy
+698
New +$223K 0.01% 386
2024
Q3 		– Sell
-14,336
Closed -$3.32M – 394
2024
Q2 		$3.32M Sell
14,336
-2,975
-17% -$689K 0.26% 96
2024
Q1 		$3.94M Buy
+17,311
New +$3.94M 0.31% 90