EWA
Encompass Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
1,162
-2
| -0.2% | -$638 | 0.14% | 77 |
|
|
2025
Q1 | $313K | Hold |
1,164
| – | – | 0.13% | 79 |
|
|
2024
Q4 | $345K | Sell |
1,164
-16
| -1% | -$4.75K | 0.14% | 79 |
|
|
2024
Q3 | $320K | Hold |
1,180
| – | – | 0.08% | 187 |
|
|
2024
Q2 | $273K | Buy |
1,180
+10
| +0.9% | +$2.32K | 0.07% | 195 |
|
|
2024
Q1 | $266K | Sell |
1,170
-60
| -5% | -$13.7K | 0.07% | 207 |
|
|
2023
Q4 | $230K | Buy |
+1,230
| New | +$230K | 0.07% | 195 |
|
|
2023
Q3 | – | Sell |
-1,230
| Closed | -$214K | – | 289 |
|
|
2023
Q2 | $214K | Hold |
1,230
| – | – | 0.07% | 194 |
|
|
2023
Q1 | $203K | Buy |
+1,230
| New | +$203K | 0.07% | 192 |
|
|
2022
Q2 | – | Sell |
-1,230
| Closed | -$230K | – | 235 |
|
|
2022
Q1 | $230K | Hold |
1,230
| – | – | 0.06% | 199 |
|
|
2021
Q4 | $201K | Buy |
+1,230
| New | +$201K | 0.05% | 223 |
|