APWA
Atlas Private Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Buy |
2,787
+47
| +2% | +$15K | 0.11% | 87 |
|
|
2025
Q1 | $737K | Buy |
2,740
+75
| +3% | +$20.2K | 0.1% | 91 |
|
|
2024
Q4 | $791K | Buy |
2,665
+4
| +0.2% | +$1.19K | 0.11% | 83 |
|
|
2024
Q3 | $722K | Sell |
2,661
-360
| -12% | -$97.7K | 0.1% | 81 |
|
|
2024
Q2 | $700K | Buy |
3,021
+1,483
| +96% | +$343K | 0.11% | 79 |
|
|
2024
Q1 | $350K | Sell |
1,538
-1,184
| -43% | -$270K | 0.12% | 77 |
|
|
2023
Q4 | $510K | Buy |
2,722
+72
| +3% | +$13.5K | 0.09% | 80 |
|
|
2023
Q3 | $395K | Buy |
2,650
+1,004
| +61% | +$150K | 0.07% | 123 |
|
|
2023
Q2 | $287K | Buy |
+1,646
| New | +$287K | 0.06% | 152 |
|
|
2021
Q4 | – | Sell |
-1,063
| Closed | -$178K | – | 196 |
|
|
2021
Q3 | $178K | Sell |
1,063
-20
| -2% | -$3.35K | 0.09% | 137 |
|
|
2021
Q2 | $179K | Buy |
1,083
+65
| +6% | +$10.7K | 0.1% | 122 |
|
|
2021
Q1 | $144K | Sell |
1,018
-5,780
| -85% | -$818K | 0.08% | 128 |
|
|
2020
Q4 | $822K | Buy |
6,798
+6,266
| +1,178% | +$758K | 0.55% | 37 |
|
|
2020
Q3 | $53K | Buy |
532
+2
| +0.4% | +$199 | 0.04% | 197 |
|
|
2020
Q2 | $50K | Buy |
+530
| New | +$50K | 0.04% | 202 |
|