OA
Operose Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.57K | Hold |
30
| – | – | ﹤0.01% | 337 |
|
|
2025
Q1 | $8.07K | Hold |
30
| – | – | ﹤0.01% | 333 |
|
|
2024
Q4 | $8.9K | Sell |
30
-98
| -77% | -$29.1K | ﹤0.01% | 311 |
|
|
2024
Q3 | $34.7K | Buy |
128
+30
| +31% | +$8.14K | 0.01% | 321 |
|
|
2024
Q2 | $22.7K | Hold |
98
| – | – | 0.01% | 339 |
|
|
2024
Q1 | $22.3K | Sell |
98
-135
| -58% | -$30.7K | 0.01% | 370 |
|
|
2023
Q4 | $43.7K | Sell |
233
-42
| -15% | -$7.87K | 0.02% | 236 |
|
|
2023
Q3 | $41K | Buy |
+275
| New | +$41K | 0.02% | 345 |
|
|
2022
Q1 | – | Sell |
-215
| Closed | -$35K | – | 319 |
|
|
2021
Q4 | $35K | Buy |
+215
| New | +$35K | 0.03% | 161 |
|