OWA
Outlook Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Sell |
2,937
-27
| -0.9% | -$8.61K | 0.24% | 81 |
|
|
2025
Q1 | $797K | Sell |
2,964
-29
| -1% | -$7.8K | 0.22% | 89 |
|
|
2024
Q4 | $888K | Buy |
2,993
+19
| +0.6% | +$5.64K | 0.26% | 81 |
|
|
2024
Q3 | $807K | Sell |
2,974
-66
| -2% | -$17.9K | 0.23% | 85 |
|
|
2024
Q2 | $704K | Sell |
3,040
-50
| -2% | -$11.6K | 0.22% | 91 |
|
|
2024
Q1 | $704K | Sell |
3,090
-270
| -8% | -$61.5K | 0.22% | 98 |
|
|
2023
Q4 | $629K | Sell |
3,360
-906
| -21% | -$170K | 0.22% | 97 |
|
|
2023
Q3 | $636K | Buy |
4,266
+251
| +6% | +$37.4K | 0.24% | 106 |
|
|
2023
Q2 | $699K | Buy |
4,015
+964
| +32% | +$168K | 0.26% | 99 |
|
|
2023
Q1 | $503K | Sell |
3,051
-18
| -0.6% | -$2.97K | 0.22% | 111 |
|
|
2022
Q4 | $453K | Buy |
3,069
+177
| +6% | +$26.2K | 0.22% | 110 |
|
|
2022
Q3 | $390K | Buy |
2,892
+73
| +3% | +$9.84K | 0.17% | 131 |
|
|
2022
Q2 | $390K | Buy |
2,819
+224
| +9% | +$31K | 0.16% | 138 |
|
|
2022
Q1 | $486K | Sell |
2,595
-9
| -0.3% | -$1.69K | 0.16% | 137 |
|
|
2021
Q4 | $426K | Buy |
2,604
+6
| +0.2% | +$982 | 0.13% | 149 |
|
|
2021
Q3 | $435K | Sell |
2,598
-54
| -2% | -$9.04K | 0.14% | 155 |
|
|
2021
Q2 | $438K | Buy |
2,652
+200
| +8% | +$33K | 0.14% | 158 |
|
|
2021
Q1 | $347K | Sell |
2,452
-1,396
| -36% | -$198K | 0.12% | 161 |
|
|
2020
Q4 | $465K | Sell |
3,848
-46
| -1% | -$5.56K | 0.17% | 135 |
|
|
2020
Q3 | $390K | Buy |
3,894
+251
| +7% | +$25.1K | 0.16% | 130 |
|
|
2020
Q2 | $347K | Buy |
3,643
+227
| +7% | +$21.6K | 0.15% | 135 |
|
|
2020
Q1 | $292K | Buy |
3,416
+126
| +4% | +$10.8K | 0.16% | 125 |
|
|
2019
Q4 | $410K | Buy |
3,290
+61
| +2% | +$7.6K | 0.23% | 89 |
|
|
2019
Q3 | $382K | Buy |
3,229
+66
| +2% | +$7.81K | 0.23% | 103 |
|
|
2019
Q2 | $390K | Buy |
3,163
+195
| +7% | +$24K | 0.26% | 99 |
|
|
2019
Q1 | $324K | Buy |
2,968
+2,442
| +464% | +$267K | 0.27% | 100 |
|
|
2018
Q4 | $502K | Buy |
+526
| New | +$502K | 0.23% | 112 |
|