AWM
Accurate Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
4,070
+934
| +30% | +$304K | 0.2% | 123 |
|
|
2025
Q1 | $787K | Buy |
3,136
+609
| +24% | +$153K | 0.15% | 146 |
|
|
2024
Q4 | $742K | Buy |
2,527
+292
| +13% | +$85.7K | 0.14% | 155 |
|
|
2024
Q3 | $620K | Buy |
2,235
+180
| +9% | +$49.9K | 0.12% | 165 |
|
|
2024
Q2 | $501K | Buy |
2,055
+57
| +3% | +$13.9K | 0.12% | 162 |
|
|
2024
Q1 | $462K | Sell |
1,998
-61
| -3% | -$14.1K | 0.13% | 153 |
|
|
2023
Q4 | $381K | Buy |
2,059
+200
| +11% | +$37K | 0.12% | 172 |
|
|
2023
Q3 | $287K | Buy |
1,859
+271
| +17% | +$41.8K | 0.09% | 199 |
|
|
2023
Q2 | $275K | Buy |
1,588
+63
| +4% | +$10.9K | 0.09% | 208 |
|
|
2023
Q1 | $246K | Buy |
1,525
+660
| +76% | +$106K | 0.08% | 213 |
|
|
2022
Q4 | $131K | Buy |
+865
| New | +$131K | 0.05% | 263 |
|