EFG
Embree Financial Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
3,397
+230
| +7% | +$73.4K | 0.16% | 95 |
|
|
2025
Q1 | $852K | Buy |
3,167
+129
| +4% | +$34.7K | 0.14% | 99 |
|
|
2024
Q4 | $902K | Buy |
3,038
+4
| +0.1% | +$1.19K | 0.15% | 86 |
|
|
2024
Q3 | $823K | Buy |
3,034
+7
| +0.2% | +$1.9K | 0.15% | 88 |
|
|
2024
Q2 | $701K | Buy |
3,027
+78
| +3% | +$18.1K | 0.13% | 93 |
|
|
2024
Q1 | $672K | Buy |
2,949
+5
| +0.2% | +$1.14K | 0.13% | 94 |
|
|
2023
Q4 | $551K | Buy |
+2,944
| New | +$551K | 0.12% | 104 |
|