TCWA
Turtle Creek Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Buy |
+1,767
| New | +$564K | 0.07% | 160 |
|
|
2024
Q4 | – | Sell |
-814
| Closed | -$221K | – | 83 |
|
|
2024
Q3 | $221K | Buy |
+814
| New | +$221K | 0.04% | 167 |
|
|
2024
Q1 | – | Sell |
-393
| Closed | -$73.6K | – | 251 |
|
|
2023
Q4 | $73.6K | Buy |
+393
| New | +$73.6K | 0.02% | 228 |
|