AWM
Aries Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Hold |
2,073
| – | – | 0.17% | 114 |
|
|
2025
Q1 | $558K | Hold |
2,073
| – | – | 0.15% | 127 |
|
|
2024
Q4 | $615K | Sell |
2,073
-1,580
| -43% | -$469K | 0.17% | 125 |
|
|
2024
Q3 | $991K | Sell |
3,653
-36
| -1% | -$9.76K | 0.27% | 84 |
|
|
2024
Q2 | $854K | Buy |
3,689
+75
| +2% | +$17.4K | 0.27% | 91 |
|
|
2024
Q1 | $823K | Sell |
3,614
-35
| -1% | -$7.97K | 0.27% | 91 |
|
|
2023
Q4 | $684K | Sell |
3,649
-411
| -10% | -$77K | 0.24% | 98 |
|
|
2023
Q3 | $620K | Buy |
4,060
+396
| +11% | +$60.5K | 0.24% | 99 |
|
|
2023
Q2 | $638K | Hold |
3,664
| – | – | 0.25% | 99 |
|
|
2023
Q1 | $604K | Hold |
3,664
| – | – | 0.25% | 103 |
|
|
2022
Q4 | $541K | Sell |
3,664
-61
| -2% | -$9.01K | 0.23% | 104 |
|
|
2022
Q3 | $553K | Sell |
3,725
-31
| -0.8% | -$4.6K | 0.24% | 97 |
|
|
2022
Q2 | $521K | Buy |
+3,756
| New | +$521K | 0.24% | 97 |
|
|
2022
Q1 | – | Sell |
-3,886
| Closed | -$636K | – | 82 |
|
|
2021
Q4 | $636K | Buy |
3,886
+100
| +3% | +$16.4K | 0.24% | 93 |
|
|
2021
Q3 | $634K | Buy |
3,786
+130
| +4% | +$21.8K | 0.27% | 86 |
|
|
2021
Q2 | $604K | Buy |
3,656
+145
| +4% | +$24K | 0.26% | 91 |
|
|
2021
Q1 | $518K | Buy |
3,511
+74
| +2% | +$10.9K | 0.23% | 91 |
|
|
2020
Q4 | $419K | Hold |
3,437
| – | – | 0.21% | 101 |
|
|
2020
Q3 | $345K | Sell |
3,437
-68
| -2% | -$6.83K | 0.2% | 103 |
|
|
2020
Q2 | $334K | Buy |
3,505
+175
| +5% | +$16.7K | 0.2% | 99 |
|
|
2020
Q1 | $255K | Buy |
3,330
+45
| +1% | +$3.45K | 0.19% | 106 |
|
|
2019
Q4 | $408K | Hold |
3,285
| – | – | 0.25% | 94 |
|
|
2019
Q3 | $382K | Sell |
3,285
-107
| -3% | -$12.4K | 0.25% | 94 |
|
|
2019
Q2 | $425K | Sell |
3,392
-100
| -3% | -$12.5K | 0.3% | 87 |
|
|
2019
Q1 | $382K | Hold |
3,492
| – | – | 0.29% | 87 |
|
|
2018
Q4 | $333K | Hold |
3,492
| – | – | 0.35% | 75 |
|
|
2018
Q3 | $372K | Hold |
3,492
| – | – | 0.33% | 76 |
|
|
2018
Q2 | $348K | Sell |
3,492
-150
| -4% | -$14.9K | 0.32% | 80 |
|
|
2018
Q1 | $339K | Buy |
3,642
+230
| +7% | +$21.4K | 0.33% | 84 |
|
|
2017
Q4 | $334K | Buy |
+3,412
| New | +$334K | 0.31% | 85 |
|