1WA
180 Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
3,536
-67
| -2% | -$21.4K | 0.16% | 136 |
|
|
2025
Q1 | $969K | Buy |
3,603
+215
| +6% | +$57.8K | 0.15% | 142 |
|
|
2024
Q4 | $1.01M | Sell |
3,388
-33
| -1% | -$9.79K | 0.16% | 128 |
|
|
2024
Q3 | $928K | Buy |
3,421
+1,652
| +93% | +$448K | 0.15% | 144 |
|
|
2024
Q2 | $422K | Buy |
1,769
+82
| +5% | +$19.6K | 0.07% | 251 |
|
|
2024
Q1 | $384K | Sell |
1,687
-38
| -2% | -$8.65K | 0.07% | 252 |
|
|
2023
Q4 | $325K | Sell |
1,725
-58
| -3% | -$10.9K | 0.07% | 263 |
|
|
2023
Q3 | $266K | Buy |
1,783
+4
| +0.2% | +$597 | 0.06% | 278 |
|
|
2023
Q2 | $312K | Buy |
1,779
+23
| +1% | +$4.04K | 0.07% | 252 |
|
|
2023
Q1 | $290K | Buy |
1,756
+4
| +0.2% | +$660 | 0.07% | 269 |
|
|
2022
Q4 | $273K | Buy |
1,752
+101
| +6% | +$15.7K | 0.06% | 283 |
|
|
2022
Q3 | $223K | Buy |
+1,651
| New | +$223K | 0.06% | 301 |
|
|
2022
Q1 | – | Sell |
-1,711
| Closed | -$272K | – | 376 |
|
|
2021
Q4 | $272K | Sell |
1,711
-10
| -0.6% | -$1.59K | 0.06% | 288 |
|
|
2021
Q3 | $303K | Sell |
1,721
-362
| -17% | -$63.7K | 0.07% | 280 |
|
|
2021
Q2 | $353K | Buy |
+2,083
| New | +$353K | 0.08% | 237 |
|