AFA
American Financial Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+702
| New | +$224K | 0.03% | 148 |
|
|
2025
Q1 | – | Sell |
-771
| Closed | -$229K | – | 150 |
|
|
2024
Q4 | $229K | Sell |
771
-75
| -9% | -$22.2K | 0.03% | 136 |
|
|
2024
Q3 | $229K | Sell |
846
-57
| -6% | -$15.5K | 0.03% | 133 |
|
|
2024
Q2 | $209K | Buy |
903
+2
| +0.2% | +$463 | 0.03% | 137 |
|
|
2024
Q1 | $205K | Buy |
+901
| New | +$205K | 0.03% | 142 |
|