DW30
Drucker Wealth 3.0’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Buy |
2,278
+281
| +14% | +$89.2K | 0.14% | 118 |
|
|
2025
Q1 | $537K | Buy |
1,997
+88
| +5% | +$23.7K | 0.12% | 109 |
|
|
2024
Q4 | $567K | Sell |
1,909
-1
| -0.1% | -$297 | 0.13% | 101 |
|
|
2024
Q3 | $518K | Buy |
1,910
+14
| +0.7% | +$3.8K | 0.12% | 111 |
|
|
2024
Q2 | $439K | Buy |
+1,896
| New | +$439K | 0.12% | 116 |
|