Carson Wealth (CWM LLC)’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.83M | Buy |
30,814
+462
| +2% | +$147K | 0.03% | 393 |
|
|
2025
Q1 | $8.17M | Buy |
30,352
+553
| +2% | +$149K | 0.03% | 395 |
|
|
2024
Q4 | $8.84M | Buy |
29,799
+6,816
| +30% | +$2.02M | 0.04% | 343 |
|
|
2024
Q3 | $6.23M | Buy |
22,983
+1,857
| +9% | +$504K | 0.03% | 402 |
|
|
2024
Q2 | $4.89M | Buy |
21,126
+224
| +1% | +$51.9K | 0.02% | 423 |
|
|
2024
Q1 | $4.76M | Buy |
20,902
+1,799
| +9% | +$410K | 0.02% | 427 |
|
|
2023
Q4 | $3.58M | Buy |
19,103
+137
| +0.7% | +$25.7K | 0.02% | 456 |
|
|
2023
Q3 | $2.83M | Buy |
18,966
+1,077
| +6% | +$161K | 0.02% | 469 |
|
|
2023
Q2 | $3.12M | Buy |
17,889
+1,273
| +8% | +$222K | 0.02% | 438 |
|
|
2023
Q1 | $2.74M | Buy |
16,616
+3,324
| +25% | +$548K | 0.02% | 431 |
|
|
2022
Q4 | $1.96M | Buy |
13,292
+4,605
| +53% | +$680K | 0.01% | 450 |
|
|
2022
Q3 | $1.17M | Buy |
8,687
+2,310
| +36% | +$312K | 0.01% | 519 |
|
|
2022
Q2 | $884K | Sell |
6,377
-439
| -6% | -$60.9K | 0.01% | 586 |
|
|
2022
Q1 | $1.28M | Buy |
6,816
+1,684
| +33% | +$315K | 0.01% | 505 |
|
|
2021
Q4 | $840K | Buy |
+5,132
| New | +$840K | 0.01% | 613 |
|
|
2021
Q2 | $531K | Hold |
3,212
| – | – | ﹤0.01% | 664 |
|
|
2021
Q1 | $531K | Hold |
3,212
| – | – | ﹤0.01% | 664 |
|
|
2020
Q4 | $531K | Hold |
3,212
| – | – | ﹤0.01% | 664 |
|
|
2020
Q3 | $531K | Hold |
3,212
| – | – | ﹤0.01% | 664 |
|
|
2020
Q2 | $531K | Hold |
3,212
| – | – | ﹤0.01% | 664 |
|
|
2020
Q1 | $531K | Hold |
3,212
| – | – | ﹤0.01% | 664 |
|
|
2019
Q4 | $531K | Hold |
3,212
| – | – | ﹤0.01% | 664 |
|
|
2019
Q3 | $531K | Hold |
3,212
| – | – | ﹤0.01% | 664 |
|
|
2019
Q2 | $531K | Hold |
3,212
| – | – | ﹤0.01% | 664 |
|
|
2019
Q1 | $531K | Buy |
3,212
+1,223
| +61% | +$202K | ﹤0.01% | 664 |
|
|
2018
Q4 | $190K | Buy |
1,989
+634
| +47% | +$60.6K | ﹤0.01% | 608 |
|
|
2018
Q3 | $144K | Buy |
1,355
+259
| +24% | +$27.5K | ﹤0.01% | 565 |
|
|
2018
Q2 | $107K | Buy |
1,096
+298
| +37% | +$29.1K | ﹤0.01% | 508 |
|
|
2018
Q1 | $74K | Buy |
798
+65
| +9% | +$6.03K | ﹤0.01% | 492 |
|
|
2017
Q4 | $73K | Sell |
733
-71
| -9% | -$7.07K | ﹤0.01% | 465 |
|
|
2017
Q3 | $73K | Buy |
804
+414
| +106% | +$37.6K | ﹤0.01% | 451 |
|
|
2017
Q2 | $33K | Buy |
390
+272
| +231% | +$23K | ﹤0.01% | 543 |
|
|
2017
Q1 | $9K | Sell |
118
-10
| -8% | -$763 | ﹤0.01% | 766 |
|
|
2016
Q4 | $9K | Sell |
128
-211
| -62% | -$14.8K | ﹤0.01% | 744 |
|
|
2016
Q3 | $22K | Buy |
339
+308
| +994% | +$20K | ﹤0.01% | 539 |
|
|
2016
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 700 |
|
|
2016
Q1 | $2K | Buy |
31
+21
| +210% | +$1.36K | ﹤0.01% | 672 |
|
|
2015
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 627 |
|
|
2014
Q1 | – | Sell |
-1,816
| Closed | -$165K | – | 166 |
|
|
2013
Q4 | $165K | Buy |
1,816
+1,164
| +179% | +$106K | 0.03% | 165 |
|
|
2013
Q3 | $49K | Buy |
+652
| New | +$49K | 0.01% | 188 |
|