Zimmermann Investment Management & Planning’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,807	Closed	-$490K	–	16
2024 Q3	$490K	Buy	1,807 +160	+10%	+$43.4K	0.15%	87
2024 Q2	$381K	Buy	+1,647	New	+$381K	0.13%	97