AWM
Austin Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
1,488
+35
| +2% | +$10.5K | 0.08% | 87 |
|
|
2025
Q1 | $388K | Buy |
1,453
+79
| +6% | +$21.1K | 0.08% | 88 |
|
|
2024
Q4 | $429K | Buy |
1,374
+129
| +10% | +$40.3K | 0.09% | 83 |
|
|
2024
Q3 | $334K | Hold |
1,245
| – | – | 0.07% | 90 |
|
|
2024
Q2 | $297K | Buy |
1,245
+5
| +0.4% | +$1.19K | 0.07% | 92 |
|
|
2024
Q1 | $298K | Hold |
1,240
| – | – | 0.07% | 88 |
|
|
2023
Q4 | $264K | Hold |
1,240
| – | – | 0.07% | 96 |
|
|
2023
Q3 | $204K | Buy |
+1,240
| New | +$204K | 0.06% | 95 |
|