SWA
Strata Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Sell |
12,855
-12
| -0.1% | -$3.83K | 1.13% | 16 |
|
|
2025
Q1 | $3.46M | Sell |
12,867
-2,311
| -15% | -$622K | 1.08% | 16 |
|
|
2024
Q4 | $4.5M | Buy |
15,178
+45
| +0.3% | +$13.4K | 1.41% | 12 |
|
|
2024
Q3 | $4.1M | Sell |
15,133
-203
| -1% | -$55.1K | 1.32% | 13 |
|
|
2024
Q2 | $3.55M | Sell |
15,336
-76
| -0.5% | -$17.6K | 1.22% | 14 |
|
|
2024
Q1 | $3.51M | Sell |
15,412
-2,067
| -12% | -$471K | 1.23% | 12 |
|
|
2023
Q4 | $3.27M | Buy |
+17,479
| New | +$3.27M | 1.29% | 10 |
|