TLA
Tanglewood Legacy Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Hold |
1,247
| – | – | 0.16% | 72 |
|
|
2025
Q1 | $336K | Hold |
1,247
| – | – | 0.15% | 73 |
|
|
2024
Q4 | $370K | Hold |
1,247
| – | – | 0.16% | 72 |
|
|
2024
Q3 | $338K | Hold |
1,247
| – | – | 0.15% | 68 |
|
|
2024
Q2 | $289K | Hold |
1,247
| – | – | 0.14% | 70 |
|
|
2024
Q1 | $284K | Hold |
1,247
| – | – | 0.14% | 72 |
|
|
2023
Q4 | $234K | Hold |
1,247
| – | – | 0.13% | 75 |
|
|
2023
Q3 | $186K | Hold |
1,247
| – | – | 0.11% | 83 |
|
|
2023
Q2 | $217K | Sell |
1,247
-150
| -11% | -$26.1K | 0.13% | 78 |
|
|
2023
Q1 | $230K | Hold |
1,397
| – | – | 0.15% | 68 |
|
|
2022
Q4 | $206K | Buy |
+1,397
| New | +$206K | 0.15% | 59 |
|