SHWM
Silicon Hills Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.83M | Hold |
10,480
| – | – | 1.03% | 19 |
|
|
2023
Q1 | $1.73M | Hold |
10,480
| – | – | 1.04% | 19 |
|
|
2022
Q4 | $1.55M | Hold |
10,480
| – | – | 1.15% | 24 |
|
|
2022
Q3 | $1.41M | Hold |
10,480
| – | – | 1.12% | 22 |
|
|
2022
Q2 | $1.45M | Sell |
10,480
-1,814
| -15% | -$252K | 1.06% | 22 |
|
|
2022
Q1 | $2.3M | Sell |
12,294
-1,814
| -13% | -$339K | 1.47% | 21 |
|
|
2021
Q4 | $2.31M | Hold |
14,108
| – | – | 1.43% | 20 |
|
|
2021
Q3 | $2.36M | Buy |
14,108
+5,391
| +62% | +$903K | 1.62% | 14 |
|
|
2021
Q2 | $1.44M | Buy |
8,717
+314
| +4% | +$51.9K | 1.12% | 28 |
|
|
2021
Q1 | $1.19M | Buy |
8,403
+48
| +0.6% | +$6.79K | 1.08% | 28 |
|
|
2020
Q4 | $1.01M | Hold |
8,355
| – | – | 0.91% | 31 |
|
|
2020
Q3 | $838K | Hold |
8,355
| – | – | 0.87% | 30 |
|
|
2020
Q2 | $795K | Hold |
8,355
| – | – | 0.95% | 28 |
|
|
2020
Q1 | $715K | Buy |
8,355
+8,352
| +278,400% | +$715K | 0.95% | 30 |
|
|
2019
Q4 | $1.04K | Buy |
+3
| New | +$1.04K | 0.8% | 30 |
|