NWWA
AXP icon

New Wave Wealth Advisors’s American Express AXP Stock Holding History

New Wave Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$230K Buy
+722
New +$230K 0.1% 119
2025
Q1 		– Sell
-787
Closed -$234K – 176
2024
Q4 		$234K Sell
787
-34
-4% -$10.1K 0.1% 123
2024
Q3 		$223K Buy
+821
New +$223K 0.1% 134