SWMP
Signature Wealth Management Partners’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Buy |
2,029
+19
| +0.9% | +$6.06K | 0.37% | 50 |
|
|
2025
Q1 | $541K | Sell |
2,010
-126
| -6% | -$33.9K | 0.35% | 54 |
|
|
2024
Q4 | $634K | Sell |
2,136
-35
| -2% | -$10.4K | 0.44% | 48 |
|
|
2024
Q3 | $589K | Hold |
2,171
| – | – | 0.43% | 51 |
|
|
2024
Q2 | $503K | Hold |
2,171
| – | – | 0.38% | 54 |
|
|
2024
Q1 | $494K | Hold |
2,171
| – | – | 0.4% | 56 |
|
|
2023
Q4 | $407K | Hold |
2,171
| – | – | 0.36% | 61 |
|
|
2023
Q3 | $324K | Hold |
2,171
| – | – | 0.32% | 66 |
|
|
2023
Q2 | $378K | Buy |
2,171
+275
| +15% | +$47.9K | 0.35% | 62 |
|
|
2023
Q1 | $313K | Hold |
1,896
| – | – | 0.29% | 74 |
|
|
2022
Q4 | $280K | Hold |
1,896
| – | – | 0.28% | 78 |
|
|
2022
Q3 | $256K | Hold |
1,896
| – | – | 0.28% | 76 |
|
|
2022
Q2 | $263K | Hold |
1,896
| – | – | 0.27% | 80 |
|
|
2022
Q1 | $355K | Sell |
1,896
-1,000
| -35% | -$187K | 0.3% | 75 |
|
|
2021
Q4 | $474K | Hold |
2,896
| – | – | 0.4% | 59 |
|
|
2021
Q3 | $485K | Sell |
2,896
-200
| -6% | -$33.5K | 0.44% | 58 |
|
|
2021
Q2 | $512K | Hold |
3,096
| – | – | 0.46% | 54 |
|
|
2021
Q1 | $438K | Hold |
3,096
| – | – | 0.42% | 61 |
|
|
2020
Q4 | $374K | Buy |
+3,096
| New | +$374K | 0.37% | 61 |
|