WealthPlan 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
2023 Q3	–	Sell	-35	Closed	-$6.1K	–	173
2023 Q2	$6.1K	Hold	35	–	–	﹤0.01%	291
2023 Q1	$5.77K	Buy	+35	New	+$5.77K	﹤0.01%	356