IWS
Insight Wealth Strategies’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.45M | Sell |
23,085
-38
| -0.2% | -$12.3K | 0.94% | 28 |
|
|
2025
Q1 | $6.22M | Buy |
23,123
+4,364
| +23% | +$1.17M | 0.84% | 30 |
|
|
2024
Q4 | $5.57M | Sell |
18,759
-877
| -4% | -$260K | 0.75% | 32 |
|
|
2024
Q3 | $5.33M | Buy |
19,636
+189
| +1% | +$51.3K | 0.7% | 33 |
|
|
2024
Q2 | $4.5M | Buy |
19,447
+400
| +2% | +$92.6K | 0.64% | 33 |
|
|
2024
Q1 | $4.34M | Buy |
19,047
+8,001
| +72% | +$1.82M | 0.64% | 33 |
|
|
2023
Q4 | $2.07M | Buy |
11,046
+807
| +8% | +$151K | 0.33% | 62 |
|
|
2023
Q3 | $1.53M | Buy |
10,239
+972
| +10% | +$145K | 0.3% | 73 |
|
|
2023
Q2 | $1.61M | Buy |
9,267
+18
| +0.2% | +$3.14K | 0.31% | 59 |
|
|
2023
Q1 | $1.53M | Sell |
9,249
-47
| -0.5% | -$7.75K | 0.3% | 58 |
|
|
2022
Q4 | $1.37M | Buy |
9,296
+303
| +3% | +$44.8K | 0.27% | 72 |
|
|
2022
Q3 | $1.25M | Hold |
8,993
| – | – | 0.23% | 81 |
|
|
2022
Q2 | $1.25M | Buy |
8,993
+16
| +0.2% | +$2.22K | 0.23% | 81 |
|
|
2022
Q1 | $1.68M | Buy |
8,977
+1,132
| +14% | +$212K | 0.25% | 65 |
|
|
2021
Q4 | $1.28M | Buy |
7,845
+1,172
| +18% | +$192K | 0.18% | 86 |
|
|
2021
Q3 | $1.12M | Buy |
6,673
+253
| +4% | +$42.4K | 0.16% | 88 |
|
|
2021
Q2 | $1.06M | Sell |
6,420
-231
| -3% | -$38.2K | 0.15% | 92 |
|
|
2021
Q1 | $941K | Buy |
6,651
+3,439
| +107% | +$487K | 0.13% | 105 |
|
|
2020
Q4 | $388K | Buy |
3,212
+39
| +1% | +$4.71K | 0.07% | 135 |
|
|
2020
Q3 | $318K | Buy |
3,173
+755
| +31% | +$75.7K | 0.06% | 136 |
|
|
2020
Q2 | $230K | Buy |
2,418
+50
| +2% | +$4.76K | 0.05% | 153 |
|
|
2020
Q1 | $203K | Sell |
2,368
-2,317
| -49% | -$199K | 0.05% | 145 |
|
|
2019
Q4 | $583K | Sell |
4,685
-98
| -2% | -$12.2K | 0.12% | 111 |
|
|
2019
Q3 | $566K | Buy |
4,783
+336
| +8% | +$39.8K | 0.13% | 102 |
|
|
2019
Q2 | $549K | Sell |
4,447
-16
| -0.4% | -$1.98K | 0.13% | 93 |
|
|
2019
Q1 | $488K | Buy |
4,463
+151
| +4% | +$16.5K | 0.14% | 94 |
|
|
2018
Q4 | $411K | Buy |
+4,312
| New | +$411K | 0.13% | 99 |
|