SPWG
Sage Private Wealth Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Sell |
1,771
-87
| -5% | -$27.8K | 0.36% | 33 |
|
|
2025
Q1 | $500K | Buy |
1,858
+9
| +0.5% | +$2.42K | 0.38% | 34 |
|
|
2024
Q4 | $549K | Sell |
1,849
-49
| -3% | -$14.5K | 0.41% | 30 |
|
|
2024
Q3 | $515K | Sell |
1,898
-64
| -3% | -$17.4K | 0.41% | 32 |
|
|
2024
Q2 | $454K | Sell |
1,962
-331
| -14% | -$76.6K | 0.38% | 37 |
|
|
2024
Q1 | $522K | Sell |
2,293
-192
| -8% | -$43.7K | 0.42% | 31 |
|
|
2023
Q4 | $466K | Buy |
2,485
+369
| +17% | +$69.1K | 0.42% | 27 |
|
|
2023
Q3 | $316K | Buy |
2,116
+45
| +2% | +$6.72K | 0.43% | 34 |
|
|
2023
Q2 | $361K | Sell |
2,071
-75
| -3% | -$13.1K | 0.49% | 25 |
|
|
2023
Q1 | $354K | Sell |
2,146
-148
| -6% | -$24.4K | 0.41% | 24 |
|
|
2022
Q4 | $339K | Buy |
2,294
+1
| +0% | +$148 | 0.4% | 26 |
|
|
2022
Q3 | $309K | Sell |
2,293
-10
| -0.4% | -$1.35K | 0.41% | 27 |
|
|
2022
Q2 | $319K | Sell |
2,303
-157
| -6% | -$21.7K | 0.46% | 30 |
|
|
2022
Q1 | $460K | Buy |
2,460
+12
| +0.5% | +$2.24K | 0.45% | 19 |
|
|
2021
Q4 | $400K | Buy |
2,448
+28
| +1% | +$4.58K | 0.5% | 22 |
|
|
2021
Q3 | $405K | Sell |
2,420
-60
| -2% | -$10K | 0.56% | 18 |
|
|
2021
Q2 | $410K | Buy |
2,480
+4
| +0.2% | +$661 | 0.55% | 20 |
|
|
2021
Q1 | $350K | Sell |
2,476
-401
| -14% | -$56.7K | 0.6% | 21 |
|
|
2020
Q4 | $348K | Buy |
+2,877
| New | +$348K | 0.97% | 19 |
|