PWP
Precedent Wealth Partners’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Sell |
2,002
-115
| -5% | -$36.7K | 0.16% | 117 |
|
|
2025
Q1 | $570K | Buy |
2,117
+53
| +3% | +$14.3K | 0.16% | 115 |
|
|
2024
Q4 | $613K | Buy |
2,064
+43
| +2% | +$12.8K | 0.2% | 110 |
|
|
2024
Q3 | $548K | Hold |
2,021
| – | – | 0.18% | 107 |
|
|
2024
Q2 | $468K | Buy |
2,021
+264
| +15% | +$61.1K | 0.19% | 104 |
|
|
2024
Q1 | $400K | Hold |
1,757
| – | – | 0.17% | 105 |
|
|
2023
Q4 | $329K | Buy |
+1,757
| New | +$329K | 0.17% | 108 |
|