CTWM
Cherry Tree Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Sell |
2,646
-44
| -2% | -$14K | 0.2% | 76 |
|
|
2025
Q1 | $724K | Buy |
2,690
+53
| +2% | +$14.3K | 0.17% | 78 |
|
|
2024
Q4 | $783K | Hold |
2,637
| – | – | 0.19% | 74 |
|
|
2024
Q3 | $715K | Sell |
2,637
-82
| -3% | -$22.2K | 0.17% | 78 |
|
|
2024
Q2 | $629K | Buy |
2,719
+44
| +2% | +$10.2K | 0.16% | 77 |
|
|
2024
Q1 | $609K | Hold |
2,675
| – | – | 0.15% | 77 |
|
|
2023
Q4 | $501K | Sell |
2,675
-204
| -7% | -$38.2K | 0.13% | 86 |
|
|
2023
Q3 | $429K | Hold |
2,879
| – | – | 0.13% | 88 |
|
|
2023
Q2 | $501K | Buy |
+2,879
| New | +$501K | 0.15% | 83 |
|