MWA
MFA Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.42M | Sell |
26,407
-1,425
| -5% | -$455K | 1.98% | 15 |
|
|
2025
Q1 | $7.49M | Sell |
27,832
-641
| -2% | -$172K | 1.85% | 16 |
|
|
2024
Q4 | $8.45M | Buy |
28,473
+3,914
| +16% | +$1.16M | 2.16% | 14 |
|
|
2024
Q3 | $6.66M | Buy |
24,559
+24,278
| +8,640% | +$6.58M | 1.46% | 23 |
|
|
2024
Q2 | $65.1K | Buy |
+281
| New | +$65.1K | 0.01% | 166 |
|
|
2020
Q3 | – | Sell |
-107
| Closed | -$10.2K | – | 50 |
|
|
2020
Q2 | $10.2K | Buy |
+107
| New | +$10.2K | 0.01% | 158 |
|