OPOWM
One Plus One Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$232K | – | 90 |
|
|
2024
Q2 | $232K | Sell |
1,000
-1,300
| -57% | -$301K | 0.13% | 81 |
|
|
2024
Q1 | $524K | Hold |
2,300
| – | – | 0.3% | 58 |
|
|
2023
Q4 | $431K | Hold |
2,300
| – | – | 0.26% | 61 |
|
|
2023
Q3 | $343K | Hold |
2,300
| – | – | 0.22% | 64 |
|
|
2023
Q2 | $401K | Hold |
2,300
| – | – | 0.26% | 60 |
|
|
2023
Q1 | $379K | Hold |
2,300
| – | – | 0.27% | 57 |
|
|
2022
Q4 | $340K | Hold |
2,300
| – | – | 0.24% | 67 |
|
|
2022
Q3 | $310K | Hold |
2,300
| – | – | 0.25% | 60 |
|
|
2022
Q2 | $319K | Hold |
2,300
| – | – | 0.24% | 65 |
|
|
2022
Q1 | $430K | Hold |
2,300
| – | – | 0.28% | 54 |
|
|
2021
Q4 | $376K | Hold |
2,300
| – | – | 0.26% | 62 |
|
|
2021
Q3 | $385K | Hold |
2,300
| – | – | 0.28% | 49 |
|
|
2021
Q2 | $380K | Hold |
2,300
| – | – | 0.26% | 49 |
|
|
2021
Q1 | $325K | Buy |
+2,300
| New | +$325K | 0.25% | 56 |
|