4WM
4J Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Hold |
1,278
| – | – | 0.28% | 59 |
|
|
2025
Q1 | $344K | Hold |
1,278
| – | – | 0.27% | 61 |
|
|
2024
Q4 | $379K | Hold |
1,278
| – | – | 0.31% | 55 |
|
|
2024
Q3 | $347K | Hold |
1,278
| – | – | 0.27% | 60 |
|
|
2024
Q2 | $296K | Hold |
1,278
| – | – | 0.24% | 65 |
|
|
2024
Q1 | $291K | Hold |
1,278
| – | – | 0.25% | 69 |
|
|
2023
Q4 | $239K | Buy |
+1,278
| New | +$239K | 0.22% | 76 |
|
|
2023
Q3 | – | Sell |
-1,278
| Closed | -$223K | – | 85 |
|
|
2023
Q2 | $223K | Buy |
+1,278
| New | +$223K | 0.22% | 79 |
|