OBWG
Onyx Bridge Wealth Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
686
-205
| -23% | -$65.4K | 0.03% | 271 |
|
|
2025
Q1 | $240K | Buy |
891
+79
| +10% | +$21.3K | 0.03% | 242 |
|
|
2024
Q4 | $241K | Buy |
812
+5
| +0.6% | +$1.48K | 0.03% | 234 |
|
|
2024
Q3 | $219K | Buy |
+807
| New | +$219K | 0.03% | 249 |
|
|
2024
Q2 | – | Sell |
-986
| Closed | -$232K | – | 274 |
|
|
2024
Q1 | $232K | Buy |
+986
| New | +$232K | 0.04% | 225 |
|