CWM
AXP icon

Centricity Wealth Management’s American Express AXP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$200K Hold
627
0.16% 74
2025
Q1
$169K Buy
627
+46
+8% +$12.4K 0.15% 80
2024
Q4
$172K Buy
+581
New +$172K 0.16% 82