AWA
Acorn Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Sell |
1,643
-1
| -0.1% | -$319 | 0.2% | 114 |
|
|
2025
Q1 | $442K | Hold |
1,644
| – | – | 0.18% | 119 |
|
|
2024
Q4 | $488K | Hold |
1,644
| – | – | 0.2% | 106 |
|
|
2024
Q3 | $446K | Hold |
1,644
| – | – | 0.19% | 105 |
|
|
2024
Q2 | $381K | Buy |
1,644
+31
| +2% | +$7.18K | 0.19% | 109 |
|
|
2024
Q1 | $367K | Buy |
1,613
+1
| +0.1% | +$228 | 0.19% | 110 |
|
|
2023
Q4 | $302K | Sell |
1,612
-1
| -0.1% | -$187 | 0.18% | 126 |
|
|
2023
Q3 | $241K | Buy |
1,613
+3
| +0.2% | +$447 | 0.16% | 149 |
|
|
2023
Q2 | $280K | Hold |
1,610
| – | – | 0.19% | 128 |
|
|
2023
Q1 | $266K | Hold |
1,610
| – | – | 0.2% | 131 |
|
|
2022
Q4 | $238K | Buy |
1,610
+24
| +2% | +$3.55K | 0.18% | 131 |
|
|
2022
Q3 | $214K | Buy |
1,586
+10
| +0.6% | +$1.35K | 0.18% | 141 |
|
|
2022
Q2 | $218K | Buy |
1,576
+1
| +0.1% | +$138 | 0.17% | 148 |
|
|
2022
Q1 | $295K | Buy |
1,575
+1
| +0.1% | +$187 | 0.2% | 126 |
|
|
2021
Q4 | $258K | Hold |
1,574
| – | – | 0.16% | 143 |
|
|
2021
Q3 | $264K | Buy |
1,574
+1
| +0.1% | +$168 | 0.18% | 133 |
|
|
2021
Q2 | $260K | Buy |
1,573
+1
| +0.1% | +$165 | 0.18% | 135 |
|
|
2021
Q1 | $222K | Buy |
+1,572
| New | +$222K | 0.16% | 147 |
|
|
2018
Q3 | – | Sell |
-195
| Closed | -$19K | – | 140 |
|
|
2018
Q2 | $19K | Buy |
195
+1
| +0.5% | +$97 | 0.02% | 396 |
|
|
2018
Q1 | $19K | Hold |
194
| – | – | 0.02% | 391 |
|
|
2017
Q4 | $20K | Buy |
+194
| New | +$20K | 0.02% | 376 |
|