SWA
SOA Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
8,417
+190
| +2% | +$60.6K | 0.5% | 41 |
|
|
2025
Q1 | $2.21M | Buy |
8,227
+80
| +1% | +$21.5K | 0.46% | 46 |
|
|
2024
Q4 | $2.42M | Buy |
8,147
+116
| +1% | +$34.4K | 0.45% | 46 |
|
|
2024
Q3 | $2.18M | Buy |
8,031
+209
| +3% | +$56.7K | 0.42% | 49 |
|
|
2024
Q2 | $1.81M | Buy |
7,822
+1,164
| +17% | +$270K | 0.36% | 50 |
|
|
2024
Q1 | $1.52M | Buy |
6,658
+206
| +3% | +$46.9K | 0.31% | 56 |
|
|
2023
Q4 | $1.21M | Sell |
6,452
-431
| -6% | -$80.7K | 0.27% | 62 |
|
|
2023
Q3 | $1.03M | Buy |
6,883
+12
| +0.2% | +$1.79K | 0.26% | 61 |
|
|
2023
Q2 | $1.2M | Sell |
6,871
-42
| -0.6% | -$7.32K | 0.28% | 59 |
|
|
2023
Q1 | $1.14M | Hold |
6,913
| – | – | 0.28% | 59 |
|
|
2022
Q4 | $1.02M | Buy |
6,913
+12
| +0.2% | +$1.77K | 0.27% | 60 |
|
|
2022
Q3 | $931K | Buy |
6,901
+55
| +0.8% | +$7.42K | 0.28% | 60 |
|
|
2022
Q2 | $949K | Sell |
6,846
-276
| -4% | -$38.3K | 0.28% | 60 |
|
|
2022
Q1 | $1.33M | Buy |
7,122
+19
| +0.3% | +$3.55K | 0.32% | 60 |
|
|
2021
Q4 | $1.17M | Sell |
7,103
-570
| -7% | -$93.6K | 0.28% | 62 |
|
|
2021
Q3 | $1.29M | Buy |
7,673
+9
| +0.1% | +$1.51K | 0.33% | 60 |
|
|
2021
Q2 | $1.27M | Buy |
7,664
+492
| +7% | +$81.3K | 0.33% | 61 |
|
|
2021
Q1 | $1.01M | Buy |
7,172
+132
| +2% | +$18.7K | 0.28% | 65 |
|
|
2020
Q4 | $902K | Buy |
+7,040
| New | +$902K | 0.25% | 64 |
|