BWP
Baldwin Wealth Partners’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8
| Closed | -$2.17K | – | 292 |
|
|
2024
Q3 | $2.17K | Sell |
8
-27
| -77% | -$7.32K | ﹤0.01% | 942 |
|
|
2024
Q2 | $8.1K | Buy |
35
+27
| +338% | +$6.25K | ﹤0.01% | 558 |
|
|
2024
Q1 | $1.82K | Sell |
8
-147
| -95% | -$33.5K | ﹤0.01% | 648 |
|
|
2023
Q4 | $29K | Buy |
155
+89
| +135% | +$16.7K | ﹤0.01% | 451 |
|
|
2023
Q3 | $9.85K | Hold |
66
| – | – | ﹤0.01% | 580 |
|
|
2023
Q2 | $11.5K | Hold |
66
| – | – | ﹤0.01% | 584 |
|
|
2023
Q1 | $10.9K | Buy |
66
+58
| +725% | +$9.57K | ﹤0.01% | 610 |
|
|
2022
Q4 | $1.18K | Sell |
8
-103
| -93% | -$15.2K | ﹤0.01% | 732 |
|
|
2022
Q3 | $15K | Buy |
111
+83
| +296% | +$11.2K | ﹤0.01% | 468 |
|
|
2022
Q2 | $4K | Hold |
28
| – | – | ﹤0.01% | 598 |
|
|
2022
Q1 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 585 |
|
|
2016
Q3 | – | Sell |
-1,499
| Closed | -$91K | – | 537 |
|
|
2016
Q2 | $91K | Sell |
1,499
-560
| -27% | -$34K | 0.02% | 215 |
|
|
2016
Q1 | $126K | Buy |
+2,059
| New | +$126K | 0.02% | 216 |
|
|
2014
Q4 | – | Sell |
-5,948
| Closed | -$521K | – | 253 |
|
|
2014
Q3 | $521K | Sell |
5,948
-18,059
| -75% | -$1.58M | 0.07% | 181 |
|
|
2014
Q2 | $2.28M | Buy |
24,007
+183
| +0.8% | +$17.4K | 0.34% | 69 |
|
|
2014
Q1 | $2.15M | Sell |
23,824
-267
| -1% | -$24K | 0.34% | 64 |
|
|
2013
Q4 | $2.19M | Buy |
24,091
+787
| +3% | +$71.4K | 0.35% | 73 |
|
|
2013
Q3 | $1.76M | Sell |
23,304
-967
| -4% | -$73K | 0.32% | 77 |
|
|
2013
Q2 | $1.81M | Buy |
+24,271
| New | +$1.81M | 0.36% | 77 |
|