MWA
Muirfield Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
4,766
+14
| +0.3% | +$4.47K | 1.21% | 21 |
|
|
2025
Q1 | $1.28M | Buy |
4,752
+10
| +0.2% | +$2.69K | 1.09% | 24 |
|
|
2024
Q4 | $1.41M | Buy |
4,742
+12
| +0.3% | +$3.56K | 1.16% | 23 |
|
|
2024
Q3 | $1.28M | Buy |
4,730
+14
| +0.3% | +$3.8K | 1.09% | 23 |
|
|
2024
Q2 | $1.09M | Buy |
4,716
+14
| +0.3% | +$3.24K | 1.03% | 24 |
|
|
2024
Q1 | $1.07M | Buy |
4,702
+13
| +0.3% | +$2.96K | 1.03% | 21 |
|
|
2023
Q4 | $878K | Buy |
+4,689
| New | +$878K | 0.93% | 25 |
|