PWA
Phoenix Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Sell |
2,132
-34
| -2% | -$10.8K | 0.28% | 67 |
|
|
2025
Q1 | $583K | Buy |
2,166
+23
| +1% | +$6.19K | 0.25% | 70 |
|
|
2024
Q4 | $636K | Sell |
2,143
-46
| -2% | -$13.7K | 0.28% | 68 |
|
|
2024
Q3 | $594K | Sell |
2,189
-8
| -0.4% | -$2.17K | 0.28% | 67 |
|
|
2024
Q2 | $508K | Buy |
2,197
+142
| +7% | +$32.9K | 0.26% | 70 |
|
|
2024
Q1 | $468K | Sell |
2,055
-17
| -0.8% | -$3.87K | 0.29% | 69 |
|
|
2023
Q4 | $390K | Buy |
2,072
+3
| +0.1% | +$565 | 0.27% | 67 |
|
|
2023
Q3 | $309K | Buy |
2,069
+40
| +2% | +$5.97K | 0.18% | 80 |
|
|
2023
Q2 | $353K | Sell |
2,029
-7
| -0.3% | -$1.22K | 0.21% | 70 |
|
|
2023
Q1 | $336K | Sell |
2,036
-969
| -32% | -$160K | 0.21% | 66 |
|
|
2022
Q4 | $444K | Buy |
3,005
+161
| +6% | +$23.8K | 0.27% | 50 |
|
|
2022
Q3 | $384K | Sell |
2,844
-6
| -0.2% | -$810 | 0.38% | 56 |
|
|
2022
Q2 | $395K | Buy |
2,850
+176
| +7% | +$24.4K | 0.39% | 52 |
|
|
2022
Q1 | $491K | Buy |
2,674
+217
| +9% | +$39.8K | 0.51% | 49 |
|
|
2021
Q4 | $402K | Sell |
2,457
-515
| -17% | -$84.3K | 0.3% | 76 |
|
|
2021
Q3 | $498K | Buy |
2,972
+32
| +1% | +$5.36K | 0.37% | 66 |
|
|
2021
Q2 | $499K | Buy |
2,940
+248
| +9% | +$42.1K | 0.36% | 68 |
|
|
2021
Q1 | $389K | Buy |
2,692
+602
| +29% | +$87K | 0.3% | 66 |
|
|
2020
Q4 | $253K | Buy |
+2,090
| New | +$253K | 0.19% | 88 |
|