BBWA
Bell & Brown Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Sell |
14,661
-20
| -0.1% | -$6.38K | 1.67% | 22 |
|
|
2025
Q1 | $3.95M | Buy |
14,681
+95
| +0.7% | +$25.6K | 1.54% | 28 |
|
|
2024
Q4 | $4.33M | Sell |
14,586
-120
| -0.8% | -$35.6K | 1.61% | 25 |
|
|
2024
Q3 | $3.99M | Sell |
14,706
-65
| -0.4% | -$17.6K | 1.56% | 26 |
|
|
2024
Q2 | $3.42M | Sell |
14,771
-389
| -3% | -$90.1K | 1.31% | 25 |
|
|
2024
Q1 | $3.45M | Sell |
15,160
-230
| -1% | -$52.4K | 1.48% | 25 |
|
|
2023
Q4 | $2.88M | Buy |
+15,390
| New | +$2.88M | 1.34% | 29 |
|
|
2023
Q2 | $2.69M | Sell |
15,422
-143
| -0.9% | -$24.9K | 1.34% | 31 |
|
|
2023
Q1 | $2.57M | Sell |
15,565
-198
| -1% | -$32.7K | 1.37% | 34 |
|
|
2022
Q4 | $2.33M | Buy |
15,763
+30
| +0.2% | +$4.43K | 1.28% | 37 |
|
|
2022
Q3 | $2.12M | Sell |
15,733
-126
| -0.8% | -$17K | 1.31% | 33 |
|
|
2022
Q2 | $2.2M | Sell |
15,859
-565
| -3% | -$78.3K | 1.18% | 37 |
|
|
2022
Q1 | $3.07M | Sell |
16,424
-698
| -4% | -$131K | 1.39% | 28 |
|
|
2021
Q4 | $3.37M | Buy |
17,122
+311
| +2% | +$61.3K | 1.63% | 25 |
|
|
2021
Q3 | $2.82M | Buy |
+16,811
| New | +$2.82M | 1.52% | 27 |
|
|
2020
Q3 | $1.86M | Buy |
18,255
+601
| +3% | +$61.3K | 1.35% | 28 |
|
|
2020
Q2 | $1.68M | Buy |
17,654
+874
| +5% | +$82.9K | 1.31% | 29 |
|
|
2020
Q1 | $1.44M | Buy |
16,780
+453
| +3% | +$38.9K | 1.34% | 30 |
|
|
2019
Q4 | $2.1M | Sell |
16,327
-341
| -2% | -$43.9K | 1.57% | 25 |
|
|
2019
Q3 | $1.95M | Sell |
16,668
-267
| -2% | -$31.2K | 1.6% | 25 |
|
|
2019
Q2 | $2.09M | Buy |
16,935
+593
| +4% | +$73.2K | 1.84% | 20 |
|
|
2019
Q1 | $1.79M | Sell |
16,342
-590
| -3% | -$64.5K | 1.63% | 25 |
|
|
2018
Q4 | $1.61M | Sell |
16,932
-216
| -1% | -$20.6K | 1.73% | 24 |
|
|
2018
Q3 | $1.76M | Sell |
17,148
-16
| -0.1% | -$1.64K | 1.64% | 25 |
|
|
2018
Q2 | $1.68M | Buy |
17,164
+254
| +2% | +$24.9K | 1.66% | 22 |
|
|
2018
Q1 | $1.66M | Sell |
16,910
-241
| -1% | -$23.7K | 1.75% | 16 |
|
|
2017
Q4 | $1.7M | Buy |
+17,151
| New | +$1.7M | 1.76% | 16 |
|