FWA
FOCUS Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
9,301
+9
| +0.1% | +$2.87K | 1.54% | 21 |
|
|
2025
Q1 | $2.5M | Sell |
9,292
-594
| -6% | -$160K | 1.38% | 23 |
|
|
2024
Q4 | $2.93M | Sell |
9,886
-277
| -3% | -$82.2K | 1.56% | 18 |
|
|
2024
Q3 | $2.76M | Sell |
10,163
-232
| -2% | -$62.9K | 1.37% | 20 |
|
|
2024
Q2 | $2.41M | Buy |
10,395
+518
| +5% | +$120K | 1.24% | 20 |
|
|
2024
Q1 | $2.25M | Buy |
9,877
+305
| +3% | +$69.4K | 1.2% | 22 |
|
|
2023
Q4 | $1.79M | Sell |
9,572
-83
| -0.9% | -$15.6K | 1.13% | 24 |
|
|
2023
Q3 | $1.44M | Sell |
9,655
-35
| -0.4% | -$5.22K | 1% | 28 |
|
|
2023
Q2 | $1.69M | Sell |
9,690
-1,007
| -9% | -$175K | 1.14% | 21 |
|
|
2023
Q1 | $1.76M | Sell |
10,697
-112
| -1% | -$18.5K | 1.16% | 21 |
|
|
2022
Q4 | $1.6M | Sell |
10,809
-92
| -0.8% | -$13.6K | 1.1% | 26 |
|
|
2022
Q3 | $1.47M | Sell |
10,901
-18
| -0.2% | -$2.43K | 1.04% | 28 |
|
|
2022
Q2 | $1.51M | Buy |
10,919
+186
| +2% | +$25.8K | 1.04% | 25 |
|
|
2022
Q1 | $2.01M | Sell |
10,733
-132
| -1% | -$24.7K | 1.2% | 17 |
|
|
2021
Q4 | $1.78M | Buy |
10,865
+390
| +4% | +$63.8K | 1.06% | 25 |
|
|
2021
Q3 | $1.76M | Buy |
10,475
+170
| +2% | +$28.5K | 1.19% | 23 |
|
|
2021
Q2 | $1.7M | Sell |
10,305
-306
| -3% | -$50.6K | 1.19% | 21 |
|
|
2021
Q1 | $1.53M | Buy |
10,611
+148
| +1% | +$21.4K | 1.13% | 22 |
|
|
2020
Q4 | $1.27M | Buy |
+10,463
| New | +$1.27M | 0.98% | 24 |
|