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Whipplewood Advisors’s American Express AXP Stock Holding History

Whipplewood Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$77.8K Sell
244
-39
-14% -$12.4K 0.04% 264
2025
Q1 		$70K Buy
283
+87
+44% +$21.5K 0.04% 260
2024
Q4 		$58.2K Buy
+196
New +$58.2K 0.03% 289