Walled Lake Planning & Wealth Management’s American Express AXP Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio AXP Stock Details AXP Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$200K	Buy
2021 Q4	–	Sell
2021 Q3	$144K	Buy
2021 Q2	$109K	Buy
2021 Q1	$73K	Buy
2020 Q4	$63K	Buy
2020 Q3	$52K	Buy
2020 Q2	$49K	Buy
2020 Q1	$44K	Buy
2019 Q4	$64K	Buy