AEPWM
Atlantic Edge Private Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Buy |
379
+4
| +1% | +$1.28K | 0.03% | 155 |
|
|
2025
Q1 | $101K | Buy |
375
+1
| +0.3% | +$269 | 0.03% | 162 |
|
|
2024
Q4 | $111K | Hold |
374
| – | – | 0.03% | 159 |
|
|
2024
Q3 | $102K | Hold |
374
| – | – | 0.03% | 162 |
|
|
2024
Q2 | $86.6K | Hold |
374
| – | – | 0.03% | 165 |
|
|
2024
Q1 | $85.2K | Buy |
374
+49
| +15% | +$11.2K | 0.03% | 159 |
|
|
2023
Q4 | $60.9K | Buy |
+325
| New | +$60.9K | 0.02% | 174 |
|