OWA
Opal Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Buy |
2,600
+158
| +6% | +$50.4K | 0.23% | 47 |
|
|
2025
Q1 | $657K | Buy |
2,442
+300
| +14% | +$80.7K | 0.2% | 60 |
|
|
2024
Q4 | $636K | Buy |
2,142
+33
| +2% | +$9.79K | 0.19% | 76 |
|
|
2024
Q3 | $572K | Sell |
2,109
-5
| -0.2% | -$1.36K | 0.18% | 75 |
|
|
2024
Q2 | $489K | Sell |
2,114
-29
| -1% | -$6.72K | 0.16% | 77 |
|
|
2024
Q1 | $488K | Buy |
2,143
+4
| +0.2% | +$911 | 0.17% | 82 |
|
|
2023
Q4 | $401K | Buy |
2,139
+18
| +0.8% | +$3.37K | 0.16% | 100 |
|
|
2023
Q3 | $316K | Buy |
2,121
+310
| +17% | +$46.2K | 0.19% | 92 |
|
|
2023
Q2 | $315K | Buy |
+1,811
| New | +$315K | 0.16% | 88 |
|