OWA
One Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Buy |
2,350
+8
| +0.3% | +$2.55K | 0.1% | 116 |
|
|
2025
Q1 | $630K | Buy |
2,342
+1,062
| +83% | +$286K | 0.09% | 127 |
|
|
2024
Q4 | $380K | Buy |
1,280
+30
| +2% | +$8.9K | 0.06% | 158 |
|
|
2024
Q3 | $339K | Buy |
1,250
+5
| +0.4% | +$1.36K | 0.05% | 182 |
|
|
2024
Q2 | $296K | Sell |
1,245
-12
| -1% | -$2.85K | 0.06% | 160 |
|
|
2024
Q1 | $286K | Buy |
+1,257
| New | +$286K | 0.05% | 186 |
|
|
2023
Q1 | – | Sell |
-135
| Closed | -$19.9K | – | 226 |
|
|
2022
Q4 | $19.9K | Buy |
+135
| New | +$19.9K | ﹤0.01% | 532 |
|
|
2019
Q2 | – | Sell |
-44
| Closed | -$5K | – | 151 |
|
|
2019
Q1 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 359 |
|
|
2018
Q4 | – | Sell |
-79
| Closed | -$8K | – | 135 |
|
|
2018
Q3 | $8K | Buy |
79
+9
| +13% | +$911 | 0.01% | 357 |
|
|
2018
Q2 | $7K | Buy |
+70
| New | +$7K | 0.01% | 356 |
|
|
2018
Q1 | – | Sell |
-11,414
| Closed | -$1.13M | – | 518 |
|
|
2017
Q4 | $1.13M | Buy |
+11,414
| New | +$1.13M | 0.92% | 12 |
|