CWP
Concord Wealth Partners’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.3K | Sell |
167
-5
| -3% | -$1.6K | 0.01% | 335 |
|
|
2025
Q1 | $46.3K | Hold |
172
| – | – | 0.01% | 328 |
|
|
2024
Q4 | $51K | Sell |
172
-250
| -59% | -$74.2K | 0.01% | 326 |
|
|
2024
Q3 | $114K | Buy |
422
+40
| +10% | +$10.8K | 0.02% | 250 |
|
|
2024
Q2 | $88.5K | Sell |
382
-89
| -19% | -$20.6K | 0.02% | 253 |
|
|
2024
Q1 | $107K | Buy |
471
+30
| +7% | +$6.83K | 0.02% | 267 |
|
|
2023
Q4 | $82.6K | Sell |
441
-217
| -33% | -$40.7K | 0.02% | 297 |
|
|
2023
Q3 | $98.2K | Sell |
658
-67
| -9% | -$10K | 0.02% | 285 |
|
|
2023
Q2 | $126K | Sell |
725
-207
| -22% | -$36.1K | 0.03% | 246 |
|
|
2023
Q1 | $154K | Sell |
932
-158
| -14% | -$26.1K | 0.04% | 197 |
|
|
2022
Q4 | $161K | Buy |
+1,090
| New | +$161K | 0.05% | 183 |
|
|
2022
Q3 | – | Sell |
-1,279
| Closed | -$177K | – | 232 |
|
|
2022
Q2 | $177K | Sell |
1,279
-3
| -0.2% | -$415 | 0.05% | 171 |
|
|
2022
Q1 | $240K | Sell |
1,282
-85
| -6% | -$15.9K | 0.06% | 157 |
|
|
2021
Q4 | $224K | Buy |
1,367
+675
| +98% | +$111K | 0.05% | 172 |
|
|
2021
Q3 | $116K | Sell |
692
-475
| -41% | -$79.6K | 0.05% | 122 |
|
|
2021
Q2 | $193K | Sell |
1,167
-91
| -7% | -$15.1K | 0.06% | 141 |
|
|
2021
Q1 | $178K | Sell |
1,258
-116
| -8% | -$16.4K | 0.06% | 141 |
|
|
2020
Q4 | $166K | Buy |
+1,374
| New | +$166K | 0.13% | 85 |
|