AWA
Amplius Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
1,676
+46
| +3% | +$14.7K | 0.05% | 113 |
|
|
2025
Q1 | $439K | Buy |
1,630
+3
| +0.2% | +$807 | 0.05% | 118 |
|
|
2024
Q4 | $483K | Buy |
1,627
+77
| +5% | +$22.9K | 0.05% | 107 |
|
|
2024
Q3 | $420K | Buy |
1,550
+2
| +0.1% | +$542 | 0.05% | 110 |
|
|
2024
Q2 | $358K | Hold |
1,548
| – | – | 0.04% | 118 |
|
|
2024
Q1 | $352K | Buy |
1,548
+48
| +3% | +$10.9K | 0.04% | 116 |
|
|
2023
Q4 | $281K | Buy |
1,500
+40
| +3% | +$7.49K | 0.03% | 130 |
|
|
2023
Q3 | $218K | Buy |
1,460
+1
| +0.1% | +$149 | 0.03% | 145 |
|
|
2023
Q2 | $254K | Sell |
1,459
-29
| -2% | -$5.05K | 0.03% | 135 |
|
|
2023
Q1 | $245K | Buy |
1,488
+35
| +2% | +$5.77K | 0.04% | 140 |
|
|
2022
Q4 | $215K | Buy |
+1,453
| New | +$215K | 0.03% | 146 |
|
|
2022
Q2 | – | Sell |
-1,463
| Closed | -$273K | – | 176 |
|
|
2022
Q1 | $273K | Buy |
1,463
+61
| +4% | +$11.4K | 0.04% | 140 |
|
|
2021
Q4 | $229K | Buy |
+1,402
| New | +$229K | 0.03% | 172 |
|