BWM
Birchcreek Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Sell |
1,288
-177
| -12% | -$56.5K | 0.23% | 73 |
|
|
2025
Q1 | $394K | Sell |
1,465
-105
| -7% | -$28.2K | 0.25% | 73 |
|
|
2024
Q4 | $466K | Sell |
1,570
-202
| -11% | -$60K | 0.29% | 69 |
|
|
2024
Q3 | $481K | Buy |
1,772
+91
| +5% | +$24.7K | 0.31% | 64 |
|
|
2024
Q2 | $389K | Buy |
1,681
+57
| +4% | +$13.2K | 0.22% | 93 |
|
|
2024
Q1 | $370K | Buy |
1,624
+256
| +19% | +$58.3K | 0.19% | 104 |
|
|
2023
Q4 | $256K | Buy |
+1,368
| New | +$256K | 0.15% | 116 |
|
|
2021
Q1 | – | Sell |
-699
| Closed | -$84K | – | 122 |
|
|
2020
Q4 | $84K | Buy |
+699
| New | +$84K | 0.08% | 161 |
|