OWA
ORBA Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,017
| Closed | -$543K | – | 77 |
|
|
2025
Q1 | $543K | Hold |
2,017
| – | – | 0.27% | 62 |
|
|
2024
Q4 | $599K | Buy |
2,017
+3
| +0.1% | +$890 | 0.31% | 56 |
|
|
2024
Q3 | $546K | Hold |
2,014
| – | – | 0.28% | 61 |
|
|
2024
Q2 | $466K | Buy |
2,014
+10
| +0.5% | +$2.32K | 0.24% | 67 |
|
|
2024
Q1 | $456K | Hold |
2,004
| – | – | 0.25% | 64 |
|
|
2023
Q4 | $375K | Buy |
+2,004
| New | +$375K | 0.23% | 67 |
|