Wellington Wealth Strategies’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,207	Closed	-$866K	–	71
2024 Q3	$866K	Buy	+3,207	New	+$866K	0.66%	36
2024 Q2	–	Sell	-2,884	Closed	-$657K	–	61
2024 Q1	$657K	Buy	+2,884	New	+$657K	0.31%	74