SIA
Schechter Investment Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.28M | Sell |
12,183
-1,836
| -13% | -$494K | 0.27% | 75 |
|
|
2024
Q4 | $4.16M | Sell |
14,019
-470
| -3% | -$139K | 0.32% | 65 |
|
|
2024
Q3 | $3.93M | Sell |
14,489
-465
| -3% | -$126K | 0.29% | 67 |
|
|
2024
Q2 | $3.46M | Buy |
14,954
+340
| +2% | +$78.7K | 0.26% | 68 |
|
|
2024
Q1 | $3.33M | Buy |
14,614
+2,392
| +20% | +$545K | 0.25% | 72 |
|
|
2023
Q4 | $2.29M | Buy |
12,222
+389
| +3% | +$72.9K | 0.2% | 93 |
|
|
2023
Q3 | $1.77M | Buy |
11,833
+1,552
| +15% | +$232K | 0.17% | 120 |
|
|
2023
Q2 | $1.79M | Sell |
10,281
-320
| -3% | -$55.7K | 0.16% | 130 |
|
|
2023
Q1 | $1.75M | Buy |
10,601
+142
| +1% | +$23.4K | 0.16% | 132 |
|
|
2022
Q4 | $1.55M | Buy |
10,459
+1,437
| +16% | +$212K | 0.14% | 172 |
|
|
2022
Q3 | $1.22M | Sell |
9,022
-1,150
| -11% | -$155K | 0.12% | 218 |
|
|
2022
Q2 | $1.41M | Sell |
10,172
-628
| -6% | -$87.1K | 0.14% | 174 |
|
|
2022
Q1 | $2.02M | Buy |
10,800
+413
| +4% | +$77.2K | 0.19% | 103 |
|
|
2021
Q4 | $1.7M | Buy |
+10,387
| New | +$1.7M | 0.15% | 150 |
|