Uptown Financial 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
$359K Hold
1,127
0.31% 42
2025
Q1
$303K Hold
1,127
0.31% 45
2024
Q4
$334K Buy
+1,127
New +$334K 0.36% 41