MWM
MinichMacGregor Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
1,322
-146
| -10% | -$46.6K | 0.09% | 79 |
|
|
2025
Q1 | $395K | Buy |
1,468
+696
| +90% | +$187K | 0.09% | 75 |
|
|
2024
Q4 | $229K | Sell |
772
-252
| -25% | -$74.8K | 0.05% | 112 |
|
|
2024
Q3 | $278K | Buy |
+1,024
| New | +$278K | 0.06% | 94 |
|
|
2023
Q1 | – | Sell |
-256
| Closed | -$37.8K | – | 142 |
|
|
2022
Q4 | $37.8K | Buy |
+256
| New | +$37.8K | 0.01% | 218 |
|
|
2018
Q4 | – | Sell |
-21
| Closed | -$2K | – | 125 |
|
|
2018
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 440 |
|
|
2018
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 433 |
|
|
2018
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 447 |
|
|
2017
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 409 |
|
|
2017
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 413 |
|
|
2017
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 407 |
|
|
2017
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 397 |
|
|
2016
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 400 |
|
|
2016
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 397 |
|
|
2016
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 382 |
|
|
2016
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 370 |
|
|
2015
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 344 |
|