QFA
Quantum Financial Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Hold |
2,358
| – | – | 0.1% | 79 |
|
|
2025
Q1 | $634K | Hold |
2,358
| – | – | 0.09% | 81 |
|
|
2024
Q4 | $700K | Sell |
2,358
-910
| -28% | -$270K | 0.11% | 73 |
|
|
2024
Q3 | $886K | Buy |
3,268
+1,881
| +136% | +$510K | 0.14% | 71 |
|
|
2024
Q2 | $321K | Hold |
1,387
| – | – | 0.06% | 112 |
|
|
2024
Q1 | $316K | Buy |
1,387
+314
| +29% | +$71.5K | 0.06% | 108 |
|
|
2023
Q4 | $201K | Buy |
+1,073
| New | +$201K | 0.05% | 122 |
|