Wingate Wealth 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
Q1
Sell
-190
Closed -$56.4K 122
2024
Q4
$56.4K Buy
+190
New +$56.4K 0.06% 200