JWM
Jackson Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Sell |
7,188
-269
| -4% | -$85.8K | 0.25% | 70 |
|
|
2025
Q1 | $2.01M | Sell |
7,457
-1,718
| -19% | -$462K | 0.24% | 75 |
|
|
2024
Q4 | $2.72M | Buy |
9,175
+770
| +9% | +$229K | 0.31% | 65 |
|
|
2024
Q3 | $2.28M | Buy |
+8,405
| New | +$2.28M | 0.27% | 69 |
|
|
2023
Q2 | – | Sell |
-2,954
| Closed | -$487K | – | 122 |
|
|
2023
Q1 | $487K | Buy |
2,954
+1,235
| +72% | +$204K | 0.37% | 81 |
|
|
2022
Q4 | $254K | Sell |
1,719
-1,263
| -42% | -$187K | 0.09% | 81 |
|
|
2022
Q3 | $402K | Buy |
+2,982
| New | +$402K | 0.08% | 91 |
|
|
2015
Q1 | – | Sell |
-14,747
| Closed | -$1.37M | – | 119 |
|
|
2014
Q4 | $1.37M | Buy |
+14,747
| New | +$1.37M | 0.45% | 77 |
|