AWM
Avior Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Sell |
12,834
-990
| -7% | -$316K | 0.14% | 120 |
|
|
2025
Q1 | $3.72M | Sell |
13,824
-299
| -2% | -$80.4K | 0.14% | 123 |
|
|
2024
Q4 | $4.19M | Sell |
14,123
-2,803
| -17% | -$832K | 0.15% | 107 |
|
|
2024
Q3 | $4.59M | Sell |
16,926
-422
| -2% | -$114K | 0.18% | 94 |
|
|
2024
Q2 | $4.02M | Sell |
17,348
-1,317
| -7% | -$305K | 0.17% | 105 |
|
|
2024
Q1 | $4.25M | Sell |
18,665
-233
| -1% | -$53.1K | 0.2% | 95 |
|
|
2023
Q4 | $3.54M | Buy |
18,898
+390
| +2% | +$73.1K | 0.21% | 88 |
|
|
2023
Q3 | $2.76M | Sell |
18,508
-785
| -4% | -$117K | 0.19% | 98 |
|
|
2023
Q2 | $3.36M | Buy |
19,293
+401
| +2% | +$69.9K | 0.22% | 87 |
|
|
2023
Q1 | $3.12M | Sell |
18,892
-805
| -4% | -$133K | 0.21% | 94 |
|
|
2022
Q4 | $2.91M | Sell |
19,697
-303
| -2% | -$44.8K | 0.22% | 95 |
|
|
2022
Q3 | $2.7M | Buy |
20,000
+465
| +2% | +$62.7K | 0.22% | 89 |
|
|
2022
Q2 | $2.71M | Buy |
19,535
+721
| +4% | +$99.9K | 0.27% | 76 |
|
|
2022
Q1 | $3.52M | Sell |
18,814
-716
| -4% | -$134K | 0.3% | 69 |
|
|
2021
Q4 | $3.2M | Sell |
19,530
-81
| -0.4% | -$13.3K | 0.26% | 81 |
|
|
2021
Q3 | $3.29M | Buy |
19,611
+305
| +2% | +$51.1K | 0.27% | 73 |
|
|
2021
Q2 | $3.19M | Sell |
19,306
-223
| -1% | -$36.8K | 0.32% | 67 |
|
|
2021
Q1 | $2.76M | Buy |
19,529
+101
| +0.5% | +$14.3K | 0.3% | 80 |
|
|
2020
Q4 | $2.35M | Sell |
19,428
-204
| -1% | -$24.7K | 0.29% | 84 |
|
|
2020
Q3 | $1.97M | Buy |
19,632
+3,281
| +20% | +$329K | 0.28% | 82 |
|
|
2020
Q2 | $1.56M | Buy |
16,351
+426
| +3% | +$40.5K | 0.24% | 102 |
|
|
2020
Q1 | $1.36M | Sell |
15,925
-3,204
| -17% | -$274K | 0.27% | 97 |
|
|
2019
Q4 | $2.38M | Sell |
19,129
-1,108
| -5% | -$138K | 0.38% | 65 |
|
|
2019
Q3 | $2.39M | Sell |
20,237
-490
| -2% | -$57.9K | 0.42% | 64 |
|
|
2019
Q2 | $2.56M | Buy |
20,727
+1,162
| +6% | +$143K | 0.46% | 58 |
|
|
2019
Q1 | $2.1M | Sell |
19,565
-365
| -2% | -$39.3K | 0.45% | 55 |
|
|
2018
Q4 | $1.89M | Sell |
19,930
-1,389
| -7% | -$132K | 0.46% | 55 |
|
|
2018
Q3 | $2.24M | Buy |
21,319
+122
| +0.6% | +$12.8K | 0.48% | 55 |
|
|
2018
Q2 | $2.06M | Sell |
21,197
-778
| -4% | -$75.8K | 0.47% | 57 |
|
|
2018
Q1 | $2.05M | Sell |
21,975
-2,264
| -9% | -$211K | 0.47% | 56 |
|
|
2017
Q4 | $2.39M | Buy |
24,239
+6,313
| +35% | +$623K | 0.53% | 47 |
|
|
2017
Q3 | $1.58M | Buy |
17,926
+480
| +3% | +$42.2K | 0.52% | 61 |
|
|
2017
Q2 | $1.44M | Sell |
17,446
-3,824
| -18% | -$315K | 0.59% | 54 |
|
|
2017
Q1 | $1.66M | Buy |
21,270
+2,530
| +14% | +$197K | 0.55% | 56 |
|
|
2016
Q4 | $1.37M | Buy |
18,740
+90
| +0.5% | +$6.58K | 0.51% | 69 |
|
|
2016
Q3 | $1.2M | Buy |
18,650
+2,135
| +13% | +$137K | 0.47% | 78 |
|
|
2016
Q2 | $997K | Buy |
16,515
+539
| +3% | +$32.5K | 0.42% | 85 |
|
|
2016
Q1 | $981K | Buy |
15,976
+2,486
| +18% | +$153K | 0.43% | 84 |
|
|
2015
Q4 | $938K | Buy |
13,490
+720
| +6% | +$50.1K | 0.51% | 67 |
|
|
2015
Q3 | $948K | Buy |
12,770
+12,570
| +6,285% | +$933K | 0.56% | 61 |
|
|
2015
Q2 | $16K | Hold |
200
| – | – | 0.01% | 228 |
|
|
2015
Q1 | $16K | Buy |
+200
| New | +$16K | 0.01% | 217 |
|