FTWA
Fifth Third Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
13,710
+1,170
| +9% | +$373K | 0.18% | 97 |
|
|
2025
Q1 | $3.37M | Buy |
12,540
+333
| +3% | +$89.6K | 0.17% | 98 |
|
|
2024
Q4 | $3.62M | Buy |
12,207
+498
| +4% | +$148K | 0.2% | 78 |
|
|
2024
Q3 | $3.18M | Buy |
11,709
+529
| +5% | +$143K | 0.19% | 75 |
|
|
2024
Q2 | $2.59M | Buy |
11,180
+6,088
| +120% | +$1.41M | 0.2% | 70 |
|
|
2024
Q1 | $1.16M | Buy |
5,092
+638
| +14% | +$145K | 0.18% | 88 |
|
|
2023
Q4 | $834K | Buy |
4,454
+204
| +5% | +$38.2K | 0.27% | 87 |
|
|
2023
Q3 | $634K | Buy |
4,250
+2,323
| +121% | +$347K | 0.26% | 91 |
|
|
2023
Q2 | $336K | Hold |
1,927
| – | – | 0.22% | 107 |
|
|
2023
Q1 | $318K | Buy |
+1,927
| New | +$318K | 0.59% | 58 |
|