AWM
Activest Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Buy |
511
+124
| +32% | +$39.5K | 0.04% | 106 |
|
|
2025
Q1 | $104K | Buy |
387
+264
| +215% | +$71K | 0.03% | 130 |
|
|
2024
Q4 | $36.5K | Sell |
123
-34
| -22% | -$10.1K | 0.01% | 199 |
|
|
2024
Q3 | $42.6K | Sell |
157
-612
| -80% | -$166K | 0.01% | 185 |
|
|
2024
Q2 | $178K | Buy |
769
+713
| +1,273% | +$165K | 0.06% | 88 |
|
|
2024
Q1 | $12.8K | Buy |
+56
| New | +$12.8K | 0.01% | 204 |
|
|
2023
Q4 | – | Sell |
-56
| Closed | -$8.36K | – | 337 |
|
|
2023
Q3 | $8.36K | Hold |
56
| – | – | 0.01% | 189 |
|
|
2023
Q2 | $5.1K | Hold |
56
| – | – | ﹤0.01% | 216 |
|
|
2023
Q1 | $9.74K | Buy |
+56
| New | +$9.74K | 0.01% | 165 |
|
|
2022
Q3 | – | Sell |
-56
| Closed | -$8K | – | 447 |
|
|
2022
Q2 | $8K | Hold |
56
| – | – | 0.01% | 211 |
|
|
2022
Q1 | $10K | Hold |
56
| – | – | 0.01% | 200 |
|
|
2021
Q4 | $9K | Hold |
56
| – | – | 0.01% | 207 |
|
|
2021
Q3 | $9K | Sell |
56
-50
| -47% | -$8.04K | 0.01% | 233 |
|
|
2021
Q2 | $18K | Buy |
106
+50
| +89% | +$8.49K | 0.01% | 153 |
|
|
2021
Q1 | $8K | Buy |
+56
| New | +$8K | 0.01% | 204 |
|