EA
Everpar Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
918
+135
| +17% | +$43.1K | 0.13% | 206 |
|
|
2025
Q1 | $211K | Sell |
783
-104
| -12% | -$28K | 0.11% | 243 |
|
|
2024
Q4 | $263K | Sell |
887
-106
| -11% | -$31.5K | 0.13% | 209 |
|
|
2024
Q3 | $269K | Sell |
993
-154
| -13% | -$41.8K | 0.14% | 205 |
|
|
2024
Q2 | $266K | Buy |
1,147
+137
| +14% | +$31.7K | 0.13% | 208 |
|
|
2024
Q1 | $230K | Buy |
+1,010
| New | +$230K | 0.14% | 209 |
|