AWM
Arista Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Buy |
10,186
+7,899
| +345% | +$2.52M | 0.45% | 31 |
|
|
2025
Q1 | $615K | Buy |
2,287
+12
| +0.5% | +$3.23K | 0.15% | 33 |
|
|
2024
Q4 | $675K | Buy |
2,275
+37
| +2% | +$11K | 0.16% | 34 |
|
|
2024
Q3 | $607K | Buy |
2,238
+26
| +1% | +$7.05K | 0.15% | 37 |
|
|
2024
Q2 | $512K | Buy |
+2,212
| New | +$512K | 0.13% | 37 |
|
|
2024
Q1 | – | Sell |
-1,853
| Closed | -$347K | – | 36 |
|
|
2023
Q4 | $347K | Buy |
1,853
+3
| +0.2% | +$562 | 0.13% | 37 |
|
|
2023
Q3 | $276K | Buy |
1,850
+11
| +0.6% | +$1.64K | 0.11% | 48 |
|
|
2023
Q2 | $320K | Buy |
1,839
+3
| +0.2% | +$523 | 0.13% | 41 |
|
|
2023
Q1 | $303K | Buy |
1,836
+1
| +0.1% | +$165 | 0.17% | 46 |
|
|
2022
Q4 | $271K | Buy |
+1,835
| New | +$271K | 0.17% | 55 |
|