Accel Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
1,806
+144
| +9% | +$45.9K | 0.19% | 119 |
|
|
2025
Q1 | $447K | Buy |
1,662
+27
| +2% | +$7.27K | 0.16% | 136 |
|
|
2024
Q4 | $485K | Sell |
1,635
-69
| -4% | -$20.5K | 0.18% | 131 |
|
|
2024
Q3 | $462K | Buy |
1,704
+60
| +4% | +$16.3K | 0.17% | 137 |
|
|
2024
Q2 | $381K | Sell |
1,644
-97
| -6% | -$22.5K | 0.15% | 143 |
|
|
2024
Q1 | $396K | Buy |
1,741
+303
| +21% | +$69K | 0.17% | 128 |
|
|
2023
Q4 | $269K | Buy |
+1,438
| New | +$269K | 0.14% | 153 |
|
|
2023
Q2 | – | Sell |
-781
| Closed | -$129K | – | 224 |
|
|
2023
Q1 | $129K | Sell |
781
-28
| -3% | -$4.62K | 0.05% | 280 |
|
|
2022
Q4 | $120K | Sell |
809
-705
| -47% | -$104K | 0.06% | 218 |
|
|
2022
Q3 | $220K | Sell |
1,514
-24
| -2% | -$3.49K | 0.12% | 152 |
|
|
2022
Q2 | $219K | Sell |
1,538
-96
| -6% | -$13.7K | 0.13% | 139 |
|
|
2022
Q1 | $306K | Sell |
1,634
-97
| -6% | -$18.2K | 0.16% | 112 |
|
|
2021
Q4 | $283K | Buy |
1,731
+601
| +53% | +$98.3K | 0.14% | 123 |
|
|
2021
Q3 | $189K | Buy |
1,130
+870
| +335% | +$146K | 0.12% | 140 |
|
|
2021
Q2 | $43K | Buy |
260
+1
| +0.4% | +$165 | 0.03% | 365 |
|
|
2021
Q1 | $37K | Hold |
259
| – | – | 0.03% | 373 |
|
|
2020
Q4 | $31K | Buy |
+259
| New | +$31K | 0.03% | 397 |
|