FSA
Financial Security Advisor’s American Express AXP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.01M | Sell |
9,450
-75
| -0.8% | -$23.9K | 0.69% | 26 |
|
2025
Q1 | $2.56M | Sell |
9,525
-38
| -0.4% | -$10.2K | 0.65% | 27 |
|
2024
Q4 | $2.84M | Sell |
9,563
-92
| -1% | -$27.3K | 0.72% | 24 |
|
2024
Q3 | $2.62M | Sell |
9,655
-154
| -2% | -$41.8K | 0.65% | 25 |
|
2024
Q2 | $2.27M | Sell |
9,809
-27
| -0.3% | -$6.25K | 0.76% | 25 |
|
2024
Q1 | $2.24M | Sell |
9,836
-90
| -0.9% | -$20.5K | 0.78% | 25 |
|
2023
Q4 | $1.86M | Buy |
9,926
+27
| +0.3% | +$5.06K | 0.73% | 25 |
|
2023
Q3 | $1.48M | Buy |
+9,899
| New | +$1.48M | 0.68% | 24 |
|