UP Strategic Wealth Investment Advisors’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	$271K	Sell	851 -50	-6%	-$15.9K	0.21%	71
2025 Q1	$242K	Buy	901 +147	+19%	+$39.6K	0.22%	74
2024 Q4	$224K	Buy	+754	New	+$224K	0.22%	71