RWA
Roberts Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-900
| Closed | -$281K | – | 100 |
|
|
2024
Q4 | $281K | Buy |
+900
| New | +$281K | 0.09% | 89 |
|
|
2024
Q2 | – | Sell |
-950
| Closed | -$207K | – | 91 |
|
|
2024
Q1 | $207K | Buy |
+950
| New | +$207K | 0.08% | 92 |
|
|
2023
Q4 | – | Sell |
-1,450
| Closed | -$222K | – | 59 |
|
|
2023
Q3 | $222K | Hold |
1,450
| – | – | 0.1% | 87 |
|
|
2023
Q2 | $253K | Hold |
1,450
| – | – | 0.11% | 81 |
|
|
2023
Q1 | $236K | Hold |
1,450
| – | – | 0.11% | 81 |
|
|
2022
Q4 | $213K | Buy |
+1,450
| New | +$213K | 0.1% | 81 |
|