SWM
Scissortail Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Sell |
3,017
-20
| -0.7% | -$6.38K | 0.23% | 67 |
|
|
2025
Q1 | $817K | Buy |
3,037
+20
| +0.7% | +$5.38K | 0.21% | 71 |
|
|
2024
Q4 | $895K | Buy |
3,017
+3,014
| +100,467% | +$895K | 0.23% | 73 |
|
|
2024
Q3 | $818K | Sell |
3
-2,997
| -100% | -$817M | 0.2% | 72 |
|
|
2024
Q2 | $695K | Hold |
3,000
| – | – | 0.18% | 75 |
|
|
2024
Q1 | $683K | Sell |
3,000
-1,539
| -34% | -$350K | 0.18% | 74 |
|
|
2023
Q4 | $912K | Buy |
4,539
+1,539
| +51% | +$309K | 0.29% | 68 |
|
|
2023
Q3 | $425K | Hold |
3,000
| – | – | 0.33% | 40 |
|
|
2023
Q2 | $531K | Sell |
3,000
-34
| -1% | -$6.02K | 0.44% | 34 |
|
|
2023
Q1 | $500K | Buy |
+3,034
| New | +$500K | 0.45% | 36 |
|
|
2022
Q4 | – | Sell |
-3,000
| Closed | -$431K | – | 124 |
|
|
2022
Q3 | $431K | Hold |
3,000
| – | – | 0.22% | 61 |
|
|
2022
Q2 | $491K | Hold |
3,000
| – | – | 0.19% | 59 |
|
|
2022
Q1 | $493K | Hold |
3,000
| – | – | 0.24% | 62 |
|
|
2021
Q4 | $491K | Buy |
+3,000
| New | +$491K | 0.19% | 59 |
|