FA
Fiducient Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+643
| New | +$205K | 0.03% | 148 |
|
|
2025
Q1 | – | Sell |
-743
| Closed | -$221K | – | 157 |
|
|
2024
Q4 | $221K | Sell |
743
-304
| -29% | -$90.2K | 0.03% | 136 |
|
|
2024
Q3 | $284K | Sell |
1,047
-1,234
| -54% | -$335K | 0.03% | 122 |
|
|
2024
Q2 | $528K | Buy |
2,281
+25
| +1% | +$5.79K | 0.07% | 85 |
|
|
2024
Q1 | $514K | Buy |
+2,256
| New | +$514K | 0.1% | 83 |
|
|
2022
Q3 | – | Sell |
-2,886
| Closed | -$400K | – | 61 |
|
|
2022
Q2 | $400K | Buy |
+2,886
| New | +$400K | 0.15% | 50 |
|
|
2021
Q4 | – | Sell |
-2,012
| Closed | -$337K | – | 62 |
|
|
2021
Q3 | $337K | Hold |
2,012
| – | – | 0.1% | 69 |
|
|
2021
Q2 | $332K | Sell |
2,012
-600
| -23% | -$99K | 0.1% | 53 |
|
|
2021
Q1 | $369K | Hold |
2,612
| – | – | 0.12% | 51 |
|
|
2020
Q4 | $316K | Buy |
+2,612
| New | +$316K | 0.12% | 54 |
|