APW
Acima Private Wealth’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Hold |
1,000
| – | – | 0.11% | 99 |
|
|
2025
Q1 | $269K | Sell |
1,000
-2,000
| -67% | -$538K | 0.1% | 105 |
|
|
2024
Q4 | $890K | Hold |
3,000
| – | – | 0.3% | 59 |
|
|
2024
Q3 | $814K | Hold |
3,000
| – | – | 0.27% | 59 |
|
|
2024
Q2 | $695K | Hold |
3,000
| – | – | 0.26% | 60 |
|
|
2024
Q1 | $683K | Hold |
3,000
| – | – | 0.25% | 67 |
|
|
2023
Q4 | $562K | Sell |
3,000
-56
| -2% | -$10.5K | 0.22% | 76 |
|
|
2023
Q3 | $456K | Hold |
3,056
| – | – | 0.2% | 86 |
|
|
2023
Q2 | $532K | Sell |
3,056
-57
| -2% | -$9.93K | 0.25% | 81 |
|
|
2023
Q1 | $513K | Buy |
3,113
+56
| +2% | +$9.24K | 0.25% | 80 |
|
|
2022
Q4 | $452K | Hold |
3,057
| – | – | 0.23% | 84 |
|
|
2022
Q3 | $412K | Hold |
3,057
| – | – | 0.21% | 80 |
|
|
2022
Q2 | $424K | Hold |
3,057
| – | – | 0.21% | 83 |
|
|
2022
Q1 | $572K | Hold |
3,057
| – | – | 0.26% | 77 |
|
|
2021
Q4 | $500K | Hold |
3,057
| – | – | 0.22% | 84 |
|
|
2021
Q3 | $512K | Hold |
3,057
| – | – | 0.24% | 82 |
|
|
2021
Q2 | $505K | Hold |
3,057
| – | – | 0.23% | 81 |
|
|
2021
Q1 | $432K | Sell |
3,057
-81
| -3% | -$11.4K | 0.21% | 84 |
|
|
2020
Q4 | $379K | Hold |
3,138
| – | – | 0.2% | 85 |
|
|
2020
Q3 | $315K | Hold |
3,138
| – | – | 0.19% | 88 |
|
|
2020
Q2 | $299K | Hold |
3,138
| – | – | 0.19% | 93 |
|
|
2020
Q1 | $269K | Hold |
3,138
| – | – | 0.21% | 92 |
|
|
2019
Q4 | $391K | Hold |
3,138
| – | – | 0.27% | 87 |
|
|
2019
Q3 | $371K | Hold |
3,138
| – | – | 0.28% | 84 |
|
|
2019
Q2 | $387K | Hold |
3,138
| – | – | 0.31% | 77 |
|
|
2019
Q1 | $343K | Hold |
3,138
| – | – | 0.29% | 78 |
|
|
2018
Q4 | $299K | Buy |
+3,138
| New | +$299K | 0.29% | 81 |
|