SWA
SFMG Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
1,237
+1
| +0.1% | +$319 | 0.03% | 182 |
|
|
2025
Q1 | $333K | Buy |
1,236
+14
| +1% | +$3.77K | 0.03% | 185 |
|
|
2024
Q4 | $363K | Buy |
+1,222
| New | +$363K | 0.03% | 179 |
|
|
2022
Q2 | – | Sell |
-1,613
| Closed | -$302K | – | 277 |
|
|
2022
Q1 | $302K | Buy |
1,613
+2
| +0.1% | +$374 | 0.03% | 197 |
|
|
2021
Q4 | $264K | Buy |
1,611
+3
| +0.2% | +$492 | 0.03% | 219 |
|
|
2021
Q3 | $269K | Sell |
1,608
-18
| -1% | -$3.01K | 0.03% | 207 |
|
|
2021
Q2 | $269K | Buy |
1,626
+23
| +1% | +$3.81K | 0.03% | 212 |
|
|
2021
Q1 | $227K | Buy |
+1,603
| New | +$227K | 0.03% | 215 |
|