CWM
C2C Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,674
| Closed | -$2.04M | – | 112 |
|
|
2023
Q3 | $2.04M | Hold |
13,674
| – | – | 0.29% | 38 |
|
|
2023
Q2 | $2.41M | Sell |
13,674
-85
| -0.6% | -$15K | 0.32% | 32 |
|
|
2023
Q1 | $2.19M | Buy |
13,759
+5,814
| +73% | +$926K | 0.35% | 33 |
|
|
2022
Q4 | $1.18M | Sell |
7,945
-78
| -1% | -$11.5K | 0.2% | 53 |
|
|
2022
Q3 | $1.17M | Sell |
8,023
-60
| -0.7% | -$8.73K | 0.23% | 54 |
|
|
2022
Q2 | $1.2M | Sell |
8,083
-32
| -0.4% | -$4.73K | 0.22% | 53 |
|
|
2022
Q1 | $1.54M | Sell |
8,115
-55
| -0.7% | -$10.4K | 0.26% | 49 |
|
|
2021
Q4 | $1.34M | Buy |
+8,170
| New | +$1.34M | 0.19% | 65 |
|