CWM
CarsonAllaria Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4K | Hold |
48
| – | – | 0.01% | 221 |
|
|
2025
Q1 | $12.9K | Buy |
48
+1
| +2% | +$270 | 0.01% | 234 |
|
|
2024
Q4 | $14.2K | Hold |
47
| – | – | 0.01% | 221 |
|
|
2024
Q3 | $13K | Hold |
47
| – | – | 0.01% | 239 |
|
|
2024
Q2 | $11.1K | Hold |
47
| – | – | 0.01% | 242 |
|
|
2024
Q1 | $10.8K | Hold |
47
| – | – | 0.01% | 241 |
|
|
2023
Q4 | $8.89K | Hold |
47
| – | – | 0.01% | 222 |
|
|
2023
Q3 | $7.05K | Buy |
+47
| New | +$7.05K | 0.01% | 233 |
|