TruNorth Capital Management’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	$28.4K	Sell	89 -73	-45%	-$23.3K	0.01%	216
2025 Q1	$43.6K	Buy	162 +73	+82%	+$19.6K	0.01%	227
2024 Q4	$26.4K	Hold	89	–	–	0.01%	206
2024 Q3	$24.1K	Buy	89 +22	+33%	+$5.97K	0.01%	212
2024 Q2	$15.5K	Buy	+67	New	+$15.5K	0.01%	227