CWA
CJM Wealth Advisers’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
953
| – | – | 0.1% | 54 |
|
|
2025
Q1 | $256K | Sell |
953
-96
| -9% | -$25.8K | 0.09% | 58 |
|
|
2024
Q4 | $311K | Hold |
1,049
| – | – | 0.1% | 51 |
|
|
2024
Q3 | $284K | Hold |
1,049
| – | – | 0.1% | 53 |
|
|
2024
Q2 | $245K | Hold |
1,049
| – | – | 0.09% | 54 |
|
|
2024
Q1 | $239K | Buy |
+1,049
| New | +$239K | 0.09% | 58 |
|