LWA
Lineweaver Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
1,039
+10
| +1% | +$3.19K | 0.05% | 135 |
|
|
2025
Q1 | $277K | Sell |
1,029
-22
| -2% | -$5.93K | 0.05% | 125 |
|
|
2024
Q4 | $313K | Sell |
1,051
-56
| -5% | -$16.7K | 0.06% | 117 |
|
|
2024
Q3 | $301K | Buy |
1,107
+49
| +5% | +$13.3K | 0.06% | 110 |
|
|
2024
Q2 | $245K | Buy |
+1,058
| New | +$245K | 0.05% | 117 |
|
|
2023
Q3 | – | Sell |
-1,254
| Closed | -$218K | – | 135 |
|
|
2023
Q2 | $218K | Sell |
1,254
-54
| -4% | -$9.4K | 0.06% | 110 |
|
|
2023
Q1 | $216K | Sell |
1,308
-146
| -10% | -$24.1K | 0.07% | 118 |
|
|
2022
Q4 | $215K | Sell |
1,454
-165
| -10% | -$24.4K | 0.07% | 117 |
|
|
2022
Q3 | $215K | Sell |
1,619
-16
| -1% | -$2.13K | 0.07% | 118 |
|
|
2022
Q2 | $226K | Sell |
1,635
-104
| -6% | -$14.4K | 0.07% | 116 |
|
|
2022
Q1 | $325K | Sell |
1,739
-39
| -2% | -$7.29K | 0.09% | 110 |
|
|
2021
Q4 | $291K | Sell |
1,778
-136
| -7% | -$22.3K | 0.08% | 111 |
|
|
2021
Q3 | $320K | Buy |
1,914
+160
| +9% | +$26.8K | 0.1% | 106 |
|
|
2021
Q2 | $289K | Buy |
1,754
+84
| +5% | +$13.8K | 0.09% | 103 |
|
|
2021
Q1 | $236K | Buy |
+1,670
| New | +$236K | 0.08% | 101 |
|