WMG 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	$749K	Sell	2,349 -4	-0.2%	-$1.28K	0.28%	57
2025 Q1	$633K	Hold	2,353	–	–	0.27%	57
2024 Q4	$698K	Sell	2,353 -17	-0.7%	-$5.05K	0.3%	54
2024 Q3	$643K	Buy	+2,370	New	+$643K	0.29%	54