SAG
SageView Advisory Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
7,126
-520
| -7% | -$162K | 0.08% | 126 |
|
|
2025
Q1 | $2.06M | Sell |
7,646
-950
| -11% | -$256K | 0.09% | 126 |
|
|
2024
Q4 | $2.55M | Buy |
8,596
+218
| +3% | +$64.7K | 0.11% | 104 |
|
|
2024
Q3 | $2.27M | Sell |
8,378
-2,584
| -24% | -$701K | 0.12% | 103 |
|
|
2024
Q2 | $2.54M | Buy |
10,962
+2,299
| +27% | +$532K | 0.12% | 107 |
|
|
2024
Q1 | $1.97M | Sell |
8,663
-2,261
| -21% | -$515K | 0.1% | 112 |
|
|
2023
Q4 | $2.23M | Buy |
10,924
+5,997
| +122% | +$1.22M | 0.1% | 125 |
|
|
2023
Q3 | $735K | Sell |
4,927
-1,508
| -23% | -$225K | 0.04% | 258 |
|
|
2023
Q2 | $1.12M | Sell |
6,435
-1,176
| -15% | -$205K | 0.06% | 203 |
|
|
2023
Q1 | $1.26M | Buy |
7,611
+1,434
| +23% | +$237K | 0.08% | 173 |
|
|
2022
Q4 | $913K | Buy |
+6,177
| New | +$913K | 0.07% | 167 |
|