MWM
Moran Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Sell |
65,703
-1,985
| -3% | -$633K | 0.65% | 39 |
|
|
2025
Q1 | $18.2M | Sell |
67,688
-1,153
| -2% | -$310K | 0.61% | 45 |
|
|
2024
Q4 | $20.4M | Buy |
68,841
+44,987
| +189% | +$13.4M | 0.65% | 40 |
|
|
2024
Q3 | $6.47M | Buy |
+23,854
| New | +$6.47M | 0.2% | 141 |
|