IWA
Intercontinental Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $321K | Buy |
1,843
+102
| +6% | +$17.8K | 0.08% | 252 |
|
|
2023
Q1 | $287K | Sell |
1,741
-289
| -14% | -$47.7K | 0.07% | 267 |
|
|
2022
Q4 | $300K | Buy |
2,030
+4
| +0.2% | +$591 | 0.09% | 237 |
|
|
2022
Q3 | $273K | Buy |
2,026
+318
| +19% | +$42.9K | 0.09% | 236 |
|
|
2022
Q2 | $237K | Sell |
1,708
-2,403
| -58% | -$333K | 0.06% | 258 |
|
|
2022
Q1 | $769K | Sell |
4,111
-986
| -19% | -$184K | 0.18% | 114 |
|
|
2021
Q4 | $834K | Sell |
5,097
-4,501
| -47% | -$736K | 0.18% | 115 |
|
|
2021
Q3 | $1.61M | Sell |
9,598
-734
| -7% | -$123K | 0.37% | 47 |
|
|
2021
Q2 | $1.71M | Sell |
10,332
-505
| -5% | -$83.4K | 0.34% | 46 |
|
|
2021
Q1 | $1.53M | Buy |
10,837
+698
| +7% | +$98.7K | 0.33% | 49 |
|
|
2020
Q4 | $1.23M | Sell |
10,139
-2,666
| -21% | -$322K | 0.29% | 67 |
|
|
2020
Q3 | $1.28M | Sell |
12,805
-551
| -4% | -$55.3K | 0.38% | 51 |
|
|
2020
Q2 | $1.27M | Buy |
13,356
+2,728
| +26% | +$260K | 0.41% | 44 |
|
|
2020
Q1 | $910K | Buy |
10,628
+10,528
| +10,528% | +$901K | 0.48% | 50 |
|
|
2019
Q4 | $13K | Hold |
100
| – | – | 0.01% | 251 |
|
|
2019
Q3 | $12K | Hold |
100
| – | – | 0.01% | 319 |
|
|
2019
Q2 | $12K | Sell |
100
-700
| -88% | -$84K | 0.01% | 312 |
|
|
2019
Q1 | $87K | Hold |
800
| – | – | 0.04% | 182 |
|
|
2018
Q4 | $76K | Buy |
+800
| New | +$76K | 0.04% | 183 |
|