MSWM
McGlone Suttner Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Sell |
2,881
-467
| -14% | -$149K | 0.14% | 75 |
|
|
2025
Q1 | $901K | Buy |
3,348
+128
| +4% | +$34.4K | 0.15% | 75 |
|
|
2024
Q4 | $956K | Buy |
3,220
+50
| +2% | +$14.8K | 0.16% | 65 |
|
|
2024
Q3 | $860K | Buy |
3,170
+786
| +33% | +$213K | 0.18% | 68 |
|
|
2024
Q2 | $447K | Sell |
2,384
-739
| -24% | -$138K | 0.09% | 90 |
|
|
2024
Q1 | $711K | Buy |
3,123
+739
| +31% | +$168K | 0.13% | 73 |
|
|
2023
Q4 | $447K | Buy |
2,384
+159
| +7% | +$29.8K | 0.09% | 90 |
|
|
2023
Q3 | $332K | Buy |
2,225
+74
| +3% | +$11.1K | 0.08% | 98 |
|
|
2023
Q2 | $375K | Buy |
2,151
+112
| +5% | +$19.5K | 0.09% | 92 |
|
|
2023
Q1 | $336K | Buy |
2,039
+471
| +30% | +$77.7K | 0.09% | 98 |
|
|
2022
Q4 | $232K | Buy |
+1,568
| New | +$232K | 0.07% | 117 |
|