AWA
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Alta Wealth Advisors’s American Express AXP Stock Holding History

Alta Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$403K Sell
1,263
-37
-3% -$11.8K 0.19% 77
2025
Q1 		$350K Buy
1,300
+2
+0.2% +$538 0.16% 103
2024
Q4 		$385K Buy
+1,298
New +$385K 0.17% 105