AWA
Aaron Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
4,387
+71
| +2% | +$22.6K | 0.14% | 101 |
|
|
2025
Q1 | $1.16M | Buy |
4,316
+90
| +2% | +$24.2K | 0.13% | 108 |
|
|
2024
Q4 | $1.25M | Buy |
4,226
+152
| +4% | +$45.1K | 0.15% | 91 |
|
|
2024
Q3 | $1.1M | Buy |
4,074
+381
| +10% | +$103K | 0.13% | 108 |
|
|
2024
Q2 | $855K | Buy |
3,693
+426
| +13% | +$98.6K | 0.12% | 114 |
|
|
2024
Q1 | $744K | Buy |
3,267
+322
| +11% | +$73.3K | 0.11% | 120 |
|
|
2023
Q4 | $552K | Buy |
2,945
+82
| +3% | +$15.4K | 0.09% | 134 |
|
|
2023
Q3 | $427K | Sell |
2,863
-10,100
| -78% | -$1.51M | 0.06% | 165 |
|
|
2023
Q2 | $2.26M | Buy |
12,963
+93
| +0.7% | +$16.2K | 0.29% | 55 |
|
|
2023
Q1 | $2.12M | Buy |
12,870
+237
| +2% | +$39.1K | 0.29% | 57 |
|
|
2022
Q4 | $1.87M | Buy |
12,633
+1,104
| +10% | +$163K | 0.27% | 61 |
|
|
2022
Q3 | $1.56M | Buy |
11,529
+9,873
| +596% | +$1.33M | 0.29% | 59 |
|
|
2022
Q2 | $229K | Sell |
1,656
-236,395
| -99% | -$32.7M | 0.06% | 172 |
|
|
2022
Q1 | $1.27M | Buy |
+238,051
| New | +$1.27M | 0.02% | 307 |
|