IWA
IBEX Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Buy |
18,056
+1,219
| +7% | +$389K | 0.61% | 58 |
|
|
2025
Q1 | $4.53M | Buy |
16,837
+4,173
| +33% | +$1.12M | 0.6% | 59 |
|
|
2024
Q4 | $3.76M | Sell |
12,664
-56,408
| -82% | -$16.7M | 0.44% | 67 |
|
|
2024
Q3 | $12.9M | Buy |
69,072
+61,662
| +832% | +$11.5M | 3.52% | 4 |
|
|
2024
Q2 | $1.72M | Buy |
+7,410
| New | +$1.72M | 0.27% | 74 |
|
|
2017
Q1 | – | Sell |
-209
| Closed | -$16K | – | 95 |
|
|
2016
Q4 | $16K | Buy |
+209
| New | +$16K | 0.01% | 240 |
|