BWS
Buck Wealth Strategies’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+649
| New | +$207K | 0.03% | 150 |
|
|
2023
Q4 | – | Sell |
-30
| Closed | -$4.48K | – | 89 |
|
|
2023
Q3 | $4.48K | Hold |
30
| – | – | ﹤0.01% | 248 |
|
|
2023
Q2 | $5.23K | Hold |
30
| – | – | ﹤0.01% | 184 |
|
|
2023
Q1 | $4.95K | Buy |
+30
| New | +$4.95K | ﹤0.01% | 132 |
|