Wellspring 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	$349K	Buy	+1,095	New	+$349K	0.04%	103
2024 Q4	–	Sell	-1,461	Closed	-$396K	–	152
2024 Q3	$396K	Buy	+1,461	New	+$396K	0.05%	97