SYSTM Wealth Solutions’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,807
| Closed | -$418K | – | 135 |
|
|
2024
Q2 | $418K | Sell |
1,807
-1,325
| -42% | -$307K | 0.09% | 150 |
|
|
2024
Q1 | $713K | Sell |
3,132
-187
| -6% | -$42.6K | 0.09% | 245 |
|
|
2023
Q4 | $622K | Sell |
3,319
-409
| -11% | -$76.6K | 0.09% | 248 |
|
|
2023
Q3 | $556K | Buy |
3,728
+336
| +10% | +$50.1K | 0.09% | 270 |
|
|
2023
Q2 | $591K | Buy |
3,392
+663
| +24% | +$115K | 0.08% | 290 |
|
|
2023
Q1 | $450K | Sell |
2,729
-2,619
| -49% | -$432K | 0.07% | 312 |
|
|
2022
Q4 | $790K | Buy |
+5,348
| New | +$790K | 0.1% | 256 |
|