MAWCM
Mine & Arao Wealth Creation & Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
1,010
+3
| +0.3% | +$957 | 0.14% | 58 |
|
|
2025
Q1 | $271K | Buy |
1,007
+2
| +0.2% | +$538 | 0.13% | 63 |
|
|
2024
Q4 | $298K | Hold |
1,005
| – | – | 0.14% | 61 |
|
|
2024
Q3 | $273K | Hold |
1,005
| – | – | 0.13% | 68 |
|
|
2024
Q2 | $233K | Hold |
1,005
| – | – | 0.11% | 69 |
|
|
2024
Q1 | $229K | Buy |
1,005
+5
| +0.5% | +$1.14K | 0.11% | 68 |
|
|
2023
Q4 | $187K | Hold |
1,000
| – | – | 0.1% | 74 |
|
|
2023
Q3 | $149K | Hold |
1,000
| – | – | 0.09% | 76 |
|
|
2023
Q2 | $174K | Sell |
1,000
-3
| -0.3% | -$523 | 0.1% | 75 |
|
|
2023
Q1 | $165K | Buy |
+1,003
| New | +$165K | 0.11% | 75 |
|
|
2022
Q4 | – | Sell |
-1,003
| Closed | -$135K | – | 324 |
|
|
2022
Q3 | $135K | Buy |
1,003
+3
| +0.3% | +$404 | 0.1% | 75 |
|
|
2022
Q2 | $139K | Hold |
1,000
| – | – | 0.1% | 78 |
|
|
2022
Q1 | $187K | Hold |
1,000
| – | – | 0.11% | 72 |
|
|
2021
Q4 | $164K | Hold |
1,000
| – | – | 0.09% | 81 |
|
|
2021
Q3 | $168K | Hold |
1,000
| – | – | 0.1% | 77 |
|
|
2021
Q2 | $165K | Hold |
1,000
| – | – | 0.1% | 81 |
|
|
2021
Q1 | $141K | Sell |
1,000
-4
| -0.4% | -$564 | 0.09% | 86 |
|
|
2020
Q4 | $121K | Hold |
1,004
| – | – | 0.09% | 83 |
|
|
2020
Q3 | $101K | Hold |
1,004
| – | – | 0.08% | 86 |
|
|
2020
Q2 | $96K | Hold |
1,004
| – | – | 0.09% | 79 |
|
|
2020
Q1 | $86K | Sell |
1,004
-229
| -19% | -$19.6K | 0.1% | 74 |
|
|
2019
Q4 | $154K | Buy |
+1,233
| New | +$154K | 0.14% | 60 |
|