EverSource Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
4,858
+687
| +16% | +$219K | 0.07% | 196 |
|
|
2025
Q1 | $1.12M | Buy |
4,171
+605
| +17% | +$163K | 0.06% | 224 |
|
|
2024
Q4 | $1.06M | Buy |
3,566
+402
| +13% | +$119K | 0.06% | 237 |
|
|
2024
Q3 | $858K | Sell |
3,164
-317
| -9% | -$86K | 0.05% | 240 |
|
|
2024
Q2 | $881K | Buy |
3,481
+590
| +20% | +$149K | 0.06% | 229 |
|
|
2024
Q1 | $677K | Sell |
2,891
-21
| -0.7% | -$4.92K | 0.05% | 231 |
|
|
2023
Q4 | $546K | Buy |
2,912
+207
| +8% | +$38.8K | 0.05% | 235 |
|
|
2023
Q3 | $404K | Sell |
2,705
-220
| -8% | -$32.8K | 0.04% | 253 |
|
|
2023
Q2 | $510K | Buy |
2,925
+184
| +7% | +$32.1K | 0.06% | 227 |
|
|
2023
Q1 | $452K | Buy |
2,741
+390
| +17% | +$64.3K | 0.06% | 230 |
|
|
2022
Q4 | $347K | Buy |
2,351
+1,209
| +106% | +$179K | 0.05% | 254 |
|
|
2022
Q3 | $154K | Buy |
1,142
+397
| +53% | +$53.5K | 0.04% | 340 |
|
|
2022
Q2 | $103K | Buy |
745
+334
| +81% | +$46.2K | 0.03% | 367 |
|
|
2022
Q1 | $77K | Buy |
411
+27
| +7% | +$5.06K | 0.02% | 394 |
|
|
2021
Q4 | $63K | Buy |
+384
| New | +$63K | 0.02% | 379 |
|