MWM
AXP icon

Mindset Wealth Management’s American Express AXP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.82M Buy
8,838
+113
+1% +$36K 0.92% 9
2025
Q1
$2.35M Sell
8,725
-12
-0.1% -$3.23K 0.91% 8
2024
Q4
$2.59M Sell
8,737
-368
-4% -$109K 0.95% 7
2024
Q3
$2.47M Buy
+9,105
New +$2.47M 1.02% 5