SWA
Sax Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
2,048
+72
| +4% | +$23K | 0.04% | 220 |
|
|
2025
Q1 | $532K | Buy |
1,976
+70
| +4% | +$18.8K | 0.04% | 208 |
|
|
2024
Q4 | $566K | Buy |
+1,906
| New | +$566K | 0.04% | 180 |
|
|
2024
Q3 | – | Sell |
-1,453
| Closed | -$336K | – | 301 |
|
|
2024
Q2 | $336K | Buy |
+1,453
| New | +$336K | 0.03% | 193 |
|
|
2024
Q1 | – | Sell |
-1,171
| Closed | -$219K | – | 203 |
|
|
2023
Q4 | $219K | Buy |
+1,171
| New | +$219K | 0.04% | 174 |
|
|
2022
Q4 | – | Sell |
-1,864
| Closed | -$251K | – | 171 |
|
|
2022
Q3 | $251K | Buy |
1,864
+1
| +0.1% | +$135 | 0.06% | 142 |
|
|
2022
Q2 | $258K | Buy |
1,863
+1
| +0.1% | +$138 | 0.07% | 142 |
|
|
2022
Q1 | $348K | Buy |
1,862
+1
| +0.1% | +$187 | 0.08% | 129 |
|
|
2021
Q4 | $304K | Buy |
+1,861
| New | +$304K | 0.06% | 142 |
|