CWM
Centric Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
1,519
-15
| -1% | -$4.46K | 0.11% | 124 |
|
|
2025
Q1 | $413K | Hold |
1,534
| – | – | 0.11% | 126 |
|
|
2024
Q4 | $455K | Hold |
1,534
| – | – | 0.12% | 119 |
|
|
2024
Q3 | $453K | Hold |
1,534
| – | – | 0.12% | 122 |
|
|
2024
Q2 | $377K | Hold |
1,534
| – | – | 0.11% | 118 |
|
|
2024
Q1 | $359K | Buy |
1,534
+133
| +9% | +$31.1K | 0.11% | 110 |
|
|
2023
Q4 | $289K | Hold |
1,401
| – | – | 0.1% | 125 |
|
|
2023
Q3 | $209K | Hold |
1,401
| – | – | 0.09% | 114 |
|
|
2023
Q2 | $241K | Sell |
1,401
-31
| -2% | -$5.32K | 0.1% | 106 |
|
|
2023
Q1 | $236K | Buy |
1,432
+12
| +0.8% | +$1.98K | 0.1% | 94 |
|
|
2022
Q4 | $210K | Buy |
+1,420
| New | +$210K | 0.11% | 93 |
|
|
2022
Q2 | – | Sell |
-1,372
| Closed | -$257K | – | 130 |
|
|
2022
Q1 | $257K | Sell |
1,372
-22
| -2% | -$4.12K | 0.08% | 134 |
|
|
2021
Q4 | $228K | Sell |
1,394
-150
| -10% | -$24.5K | 0.08% | 138 |
|
|
2021
Q3 | $259K | Hold |
1,544
| – | – | 0.1% | 131 |
|
|
2021
Q2 | $255K | Buy |
+1,544
| New | +$255K | 0.09% | 131 |
|