AWAU
Alliance Wealth Advisors (Utah)’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
1,261
+116
| +10% | +$37K | 0.1% | 187 |
|
|
2025
Q1 | $308K | Sell |
1,145
-38
| -3% | -$10.2K | 0.08% | 208 |
|
|
2024
Q4 | $351K | Sell |
1,183
-3
| -0.3% | -$890 | 0.09% | 202 |
|
|
2024
Q3 | $322K | Buy |
1,186
+13
| +1% | +$3.53K | 0.08% | 200 |
|
|
2024
Q2 | $272K | Buy |
1,173
+29
| +3% | +$6.72K | 0.08% | 199 |
|
|
2024
Q1 | $260K | Buy |
1,144
+54
| +5% | +$12.3K | 0.08% | 211 |
|
|
2023
Q4 | $204K | Buy |
+1,090
| New | +$204K | 0.07% | 224 |
|