BWA
Blodgett Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
5,219
-440
| -8% | -$140K | 1.3% | 15 |
|
|
2025
Q1 | $1.52M | Hold |
5,659
| – | – | 1.3% | 16 |
|
|
2024
Q4 | $1.68M | Sell |
5,659
-57
| -1% | -$16.9K | 1.32% | 12 |
|
|
2024
Q3 | $1.55M | Buy |
5,716
+4,660
| +441% | +$1.26M | 1.3% | 15 |
|
|
2024
Q2 | $245K | Hold |
1,056
| – | – | 0.21% | 51 |
|
|
2024
Q1 | $241K | Buy |
+1,056
| New | +$241K | 0.22% | 56 |
|
|
2022
Q2 | – | Sell |
-1,075
| Closed | -$201K | – | 66 |
|
|
2022
Q1 | $201K | Buy |
+1,075
| New | +$201K | 0.17% | 79 |
|