WMG Financial Advisors’s American Express AXP Stock Holding History

WMG Financial Advisors’s Portfolio AXP Stock Details AXP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$772K	Sell
2025 Q2	$749K	Sell
2025 Q1	$633K	Hold
2024 Q4	$698K	Sell
2024 Q3	$643K	Buy