SSWM
Sheets Smith Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
872
+24
| +3% | +$7.65K | 0.03% | 354 |
|
|
2025
Q1 | $228K | Hold |
848
| – | – | 0.03% | 334 |
|
|
2024
Q4 | $252K | Buy |
848
+2
| +0.2% | +$593 | 0.03% | 339 |
|
|
2024
Q3 | $230K | Buy |
+846
| New | +$230K | 0.03% | 348 |
|
|
2023
Q2 | – | Sell |
-2,714
| Closed | -$448K | – | 330 |
|
|
2023
Q1 | $448K | Buy |
+2,714
| New | +$448K | 0.07% | 212 |
|
|
2020
Q1 | – | Sell |
-4,974
| Closed | -$619K | – | 276 |
|
|
2019
Q4 | $619K | Sell |
4,974
-294
| -6% | -$36.6K | 0.12% | 172 |
|
|
2019
Q3 | $623K | Sell |
5,268
-10
| -0.2% | -$1.18K | 0.13% | 167 |
|
|
2019
Q2 | $651K | Sell |
5,278
-102
| -2% | -$12.6K | 0.13% | 164 |
|
|
2019
Q1 | $588K | Sell |
5,380
-26
| -0.5% | -$2.84K | 0.13% | 173 |
|
|
2018
Q4 | $515K | Sell |
5,406
-163
| -3% | -$15.5K | 0.14% | 157 |
|
|
2018
Q3 | $593K | Sell |
5,569
-269
| -5% | -$28.6K | 0.12% | 188 |
|
|
2018
Q2 | $572K | Buy |
5,838
+72
| +1% | +$7.05K | 0.13% | 172 |
|
|
2018
Q1 | $538K | Sell |
5,766
-764
| -12% | -$71.3K | 0.13% | 177 |
|
|
2017
Q4 | $649K | Buy |
6,530
+22
| +0.3% | +$2.19K | 0.15% | 165 |
|
|
2017
Q3 | $589K | Buy |
6,508
+23
| +0.4% | +$2.08K | 0.15% | 172 |
|
|
2017
Q2 | $546K | Buy |
6,485
+24
| +0.4% | +$2.02K | 0.14% | 167 |
|
|
2017
Q1 | $511K | Buy |
6,461
+167
| +3% | +$13.2K | 0.14% | 181 |
|
|
2016
Q4 | $466K | Buy |
6,294
+420
| +7% | +$31.1K | 0.13% | 194 |
|
|
2016
Q3 | $376K | Buy |
+5,874
| New | +$376K | 0.11% | 194 |
|