GWA
Gratus Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
3,684
-30
| -0.8% | -$9.57K | 0.18% | 53 |
|
|
2025
Q1 | $999K | Buy |
3,714
+5
| +0.1% | +$1.35K | 0.16% | 56 |
|
|
2024
Q4 | $1.1M | Sell |
3,709
-8
| -0.2% | -$2.37K | 0.18% | 55 |
|
|
2024
Q3 | $1.02M | Buy |
3,717
+121
| +3% | +$33.1K | 0.17% | 58 |
|
|
2024
Q2 | $872K | Buy |
3,596
+116
| +3% | +$28.1K | 0.15% | 68 |
|
|
2024
Q1 | $757K | Buy |
3,480
+1,805
| +108% | +$393K | 0.14% | 70 |
|
|
2023
Q4 | $314K | Buy |
+1,675
| New | +$314K | 0.06% | 113 |
|