Wela Strategies’s American Express AXP Stock Holding History

Wela Strategies’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$677K	Sell
2025 Q2	$686K	Buy
2025 Q1	$547K	Buy
2024 Q4	$578K	Buy
2024 Q3	$460K	Sell
2024 Q2	$408K	Sell
2024 Q1	$402K	Sell
2023 Q4	$418K	Buy
2023 Q3	$320K	Buy