CWG
Cornerstone Wealth Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
3,174
+39
| +1% | +$12.4K | 0.08% | 138 |
|
|
2025
Q1 | $844K | Sell |
3,135
-269
| -8% | -$72.4K | 0.07% | 143 |
|
|
2024
Q4 | $1.01M | Sell |
3,404
-120
| -3% | -$35.6K | 0.08% | 132 |
|
|
2024
Q3 | $956K | Buy |
3,524
+46
| +1% | +$12.5K | 0.08% | 133 |
|
|
2024
Q2 | $805K | Buy |
3,478
+131
| +4% | +$30.3K | 0.07% | 136 |
|
|
2024
Q1 | $762K | Buy |
3,347
+332
| +11% | +$75.6K | 0.07% | 134 |
|
|
2023
Q4 | $565K | Buy |
3,015
+211
| +8% | +$39.5K | 0.08% | 101 |
|
|
2023
Q3 | $418K | Sell |
2,804
-53
| -2% | -$7.91K | 0.07% | 109 |
|
|
2023
Q2 | $498K | Buy |
2,857
+718
| +34% | +$125K | 0.09% | 106 |
|
|
2023
Q1 | $353K | Hold |
2,139
| – | – | 0.06% | 122 |
|
|
2022
Q4 | $316K | Sell |
2,139
-363
| -15% | -$53.6K | 0.06% | 112 |
|
|
2022
Q3 | $338K | Buy |
2,502
+22
| +0.9% | +$2.97K | 0.07% | 104 |
|
|
2022
Q2 | $344K | Sell |
2,480
-56
| -2% | -$7.77K | 0.07% | 105 |
|
|
2022
Q1 | $474K | Sell |
2,536
-66
| -3% | -$12.3K | 0.09% | 117 |
|
|
2021
Q4 | $426K | Buy |
2,602
+192
| +8% | +$31.4K | 0.07% | 119 |
|
|
2021
Q3 | $404K | Buy |
2,410
+19
| +0.8% | +$3.19K | 0.07% | 122 |
|
|
2021
Q2 | $389K | Buy |
2,391
+16
| +0.7% | +$2.6K | 0.08% | 121 |
|
|
2021
Q1 | $350K | Buy |
2,375
+23
| +1% | +$3.39K | 0.07% | 129 |
|
|
2020
Q4 | $284K | Buy |
2,352
+4
| +0.2% | +$483 | 0.07% | 128 |
|
|
2020
Q3 | $235K | Sell |
2,348
-7
| -0.3% | -$701 | 0.06% | 118 |
|
|
2020
Q2 | $224K | Sell |
2,355
-67
| -3% | -$6.37K | 0.06% | 113 |
|
|
2020
Q1 | $207K | Buy |
2,422
+62
| +3% | +$5.3K | 0.07% | 102 |
|
|
2019
Q4 | $294K | Buy |
+2,360
| New | +$294K | 0.08% | 122 |
|
|
2019
Q3 | – | Sell |
-2,346
| Closed | -$290K | – | 128 |
|
|
2019
Q2 | $290K | Hold |
2,346
| – | – | 0.08% | 136 |
|
|
2019
Q1 | $256K | Buy |
+2,346
| New | +$256K | 0.06% | 141 |
|