EWS
Evergreen Wealth Solutions’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Sell |
1,490
-141
| -9% | -$45K | 0.29% | 63 |
|
|
2025
Q1 | $439K | Sell |
1,631
-120
| -7% | -$32.3K | 0.3% | 60 |
|
|
2024
Q4 | $520K | Buy |
1,751
+275
| +19% | +$81.6K | 0.36% | 53 |
|
|
2024
Q3 | $400K | Sell |
1,476
-258
| -15% | -$70K | 0.27% | 73 |
|
|
2024
Q2 | $402K | Buy |
+1,734
| New | +$402K | 0.28% | 73 |
|