QWP
Quotient Wealth Partners’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Buy |
2,952
+572
| +24% | +$182K | 0.03% | 120 |
|
|
2025
Q1 | $640K | Buy |
2,380
+16
| +0.7% | +$4.31K | 0.02% | 152 |
|
|
2024
Q4 | $702K | Buy |
2,364
+327
| +16% | +$97.1K | 0.02% | 136 |
|
|
2024
Q3 | $553K | Buy |
2,037
+73
| +4% | +$19.8K | 0.02% | 163 |
|
|
2024
Q2 | $455K | Buy |
1,964
+237
| +14% | +$54.9K | 0.02% | 183 |
|
|
2024
Q1 | $393K | Sell |
1,727
-21
| -1% | -$4.78K | 0.01% | 203 |
|
|
2023
Q4 | $327K | Buy |
+1,748
| New | +$327K | 0.01% | 214 |
|