Unified Investment 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
$839K Buy
2,629
+29
+1% +$9.25K 0.9% 35
2025
Q1
$700K Sell
2,600
-386
-13% -$104K 0.83% 41
2024
Q4
$886K Buy
+2,986
New +$886K 1.01% 31