GJWM
Gilliland Jeter Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
820
+12
| +1% | +$3.83K | 0.09% | 153 |
|
|
2025
Q1 | $217K | Buy |
808
+9
| +1% | +$2.42K | 0.08% | 162 |
|
|
2024
Q4 | $237K | Buy |
799
+3
| +0.4% | +$890 | 0.08% | 155 |
|
|
2024
Q3 | $216K | Hold |
796
| – | – | 0.07% | 164 |
|
|
2024
Q2 | $184K | Buy |
796
+37
| +5% | +$8.57K | 0.06% | 171 |
|
|
2024
Q1 | $173K | Buy |
+759
| New | +$173K | 0.06% | 173 |
|