OFS
OneAscent Financial Services’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Sell |
2,312
-3,978
| -63% | -$1.27M | 0.05% | 232 |
|
|
2025
Q1 | $1.69M | Buy |
6,290
+3,713
| +144% | +$1,000K | 0.11% | 130 |
|
|
2024
Q4 | $765K | Buy |
2,577
+1,110
| +76% | +$330K | 0.07% | 191 |
|
|
2024
Q3 | $398K | Sell |
1,467
-309
| -17% | -$83.8K | 0.29% | 92 |
|
|
2024
Q2 | $411K | Buy |
1,776
+364
| +26% | +$84.2K | 0.06% | 167 |
|
|
2024
Q1 | $322K | Sell |
1,412
-158
| -10% | -$36K | 0.04% | 274 |
|
|
2023
Q4 | $294K | Sell |
1,570
-1,807
| -54% | -$338K | 0.04% | 273 |
|
|
2023
Q3 | $504K | Buy |
+3,377
| New | +$504K | 0.13% | 117 |
|
|
2023
Q2 | – | Sell |
-3,895
| Closed | -$642K | – | 132 |
|
|
2023
Q1 | $642K | Buy |
3,895
+370
| +10% | +$61K | 0.26% | 40 |
|
|
2022
Q4 | $521K | Buy |
+3,525
| New | +$521K | 0.22% | 51 |
|