SVWAG
Sound View Wealth Advisors Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Buy |
13,157
+1,923
| +17% | +$613K | 0.31% | 76 |
|
|
2025
Q1 | $3.02M | Sell |
11,234
-508
| -4% | -$137K | 0.25% | 92 |
|
|
2024
Q4 | $3.48M | Sell |
11,742
-4,063
| -26% | -$1.21M | 0.28% | 79 |
|
|
2024
Q3 | $4.29M | Buy |
15,805
+3,110
| +24% | +$843K | 0.35% | 64 |
|
|
2024
Q2 | $2.94M | Sell |
12,695
-70
| -0.5% | -$16.2K | 0.3% | 73 |
|
|
2024
Q1 | $2.91M | Sell |
12,765
-1,942
| -13% | -$442K | 0.31% | 75 |
|
|
2023
Q4 | $2.76M | Buy |
14,707
+1,633
| +12% | +$306K | 0.3% | 83 |
|
|
2023
Q3 | $1.95M | Buy |
13,074
+2,254
| +21% | +$336K | 0.24% | 97 |
|
|
2023
Q2 | $1.88M | Buy |
10,820
+163
| +2% | +$28.4K | 0.25% | 91 |
|
|
2023
Q1 | $1.76M | Sell |
10,657
-4,050
| -28% | -$668K | 0.24% | 93 |
|
|
2022
Q4 | $2.76M | Buy |
14,707
+9,056
| +160% | +$1.7M | 0.3% | 83 |
|
|
2022
Q3 | $762K | Buy |
5,651
+1,602
| +40% | +$216K | 0.17% | 122 |
|
|
2022
Q2 | $561K | Sell |
4,049
-3
| -0.1% | -$416 | 0.12% | 155 |
|
|
2022
Q1 | $758K | Buy |
4,052
+4
| +0.1% | +$748 | 0.14% | 138 |
|
|
2021
Q4 | $662K | Buy |
4,048
+130
| +3% | +$21.3K | 0.13% | 149 |
|
|
2021
Q3 | $656K | Sell |
3,918
-233
| -6% | -$39K | 0.14% | 146 |
|
|
2021
Q2 | $686K | Sell |
4,151
-393
| -9% | -$64.9K | 0.14% | 141 |
|
|
2021
Q1 | $643K | Sell |
4,544
-194
| -4% | -$27.5K | 0.15% | 136 |
|
|
2020
Q4 | $573K | Sell |
4,738
-2,556
| -35% | -$309K | 0.14% | 138 |
|
|
2020
Q3 | $731K | Buy |
7,294
+1,245
| +21% | +$125K | 0.19% | 119 |
|
|
2020
Q2 | $576K | Sell |
6,049
-1,457
| -19% | -$139K | 0.16% | 122 |
|
|
2020
Q1 | $643K | Buy |
7,506
+517
| +7% | +$44.3K | 0.22% | 102 |
|
|
2019
Q4 | $870K | Buy |
6,989
+439
| +7% | +$54.6K | 0.25% | 100 |
|
|
2019
Q3 | $775K | Buy |
6,550
+640
| +11% | +$75.7K | 0.23% | 102 |
|
|
2019
Q2 | $730K | Buy |
+5,910
| New | +$730K | 0.22% | 114 |
|