SWMG
Signature Wealth Management Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
8,795
-107
| -1% | -$34.1K | 1.11% | 36 |
|
|
2025
Q1 | $2.39M | Sell |
8,902
-85
| -0.9% | -$22.9K | 0.93% | 40 |
|
|
2024
Q4 | $2.67M | Buy |
8,987
+202
| +2% | +$60K | 1.07% | 38 |
|
|
2024
Q3 | $2.38M | Buy |
8,785
+22
| +0.3% | +$5.97K | 0.96% | 39 |
|
|
2024
Q2 | $2.03M | Sell |
8,763
-224
| -2% | -$51.9K | 0.89% | 41 |
|
|
2024
Q1 | $2.08M | Buy |
8,987
+88
| +1% | +$20.3K | 0.94% | 37 |
|
|
2023
Q4 | $1.67M | Buy |
+8,899
| New | +$1.67M | 0.77% | 44 |
|
|
2023
Q2 | $1.29M | Sell |
7,425
-175
| -2% | -$30.5K | 0.6% | 58 |
|
|
2023
Q1 | $1.25M | Sell |
7,600
-3,814
| -33% | -$629K | 0.59% | 56 |
|
|
2022
Q4 | $1.69M | Sell |
11,414
-1,927
| -14% | -$285K | 0.82% | 44 |
|
|
2022
Q3 | $1.8M | Sell |
13,341
-269
| -2% | -$36.3K | 0.91% | 45 |
|
|
2022
Q2 | $1.89M | Buy |
13,610
+574
| +4% | +$79.6K | 0.92% | 48 |
|
|
2022
Q1 | $2.44M | Sell |
13,036
-510
| -4% | -$95.4K | 1.1% | 45 |
|
|
2021
Q4 | $2.22M | Buy |
13,546
+1,275
| +10% | +$209K | 1.12% | 46 |
|
|
2021
Q3 | $2.06M | Buy |
12,271
+1,480
| +14% | +$248K | 1.14% | 43 |
|
|
2021
Q2 | $1.78M | Buy |
10,791
+104
| +1% | +$17.2K | 0.99% | 43 |
|
|
2021
Q1 | $1.51M | Buy |
10,687
+437
| +4% | +$61.8K | 0.89% | 45 |
|
|
2020
Q4 | $1.24M | Buy |
10,250
+980
| +11% | +$118K | 0.78% | 49 |
|
|
2020
Q3 | $929K | Buy |
9,270
+360
| +4% | +$36.1K | 0.67% | 49 |
|
|
2020
Q2 | $848K | Buy |
8,910
+1,566
| +21% | +$149K | 0.65% | 48 |
|
|
2020
Q1 | $629K | Buy |
7,344
+238
| +3% | +$20.4K | 0.55% | 54 |
|
|
2019
Q4 | $885K | Buy |
+7,106
| New | +$885K | 0.56% | 44 |
|
|
2018
Q4 | – | Sell |
-1,301
| Closed | -$132K | – | 88 |
|
|
2018
Q3 | $132K | Sell |
1,301
-4,356
| -77% | -$442K | 0.1% | 75 |
|
|
2018
Q2 | $554K | Buy |
5,657
+335
| +6% | +$32.8K | 0.41% | 43 |
|
|
2018
Q1 | $496K | Buy |
5,322
+257
| +5% | +$24K | 0.38% | 43 |
|
|
2017
Q4 | $503K | Buy |
+5,065
| New | +$503K | 0.37% | 44 |
|