Secure Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Buy |
2,386
+1,147
| +93% | +$366K | 0.14% | 149 |
|
|
2025
Q1 | $333K | Buy |
1,239
+232
| +23% | +$62.4K | 0.07% | 218 |
|
|
2024
Q4 | $299K | Buy |
+1,007
| New | +$299K | 0.05% | 252 |
|
|
2022
Q4 | – | Sell |
-2,112
| Closed | -$285K | – | 197 |
|
|
2022
Q3 | $285K | Sell |
2,112
-247
| -10% | -$33.3K | 0.16% | 111 |
|
|
2022
Q2 | $327K | Buy |
2,359
+2
| +0.1% | +$277 | 0.18% | 112 |
|
|
2022
Q1 | $441K | Buy |
+2,357
| New | +$441K | 0.2% | 99 |
|