TPWM
Twelve Points Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
4,597
+15
| +0.3% | +$4.79K | 0.39% | 64 |
|
|
2025
Q1 | $1.23M | Buy |
4,582
+11
| +0.2% | +$2.96K | 0.33% | 68 |
|
|
2024
Q4 | $1.36M | Sell |
4,571
-20
| -0.4% | -$5.94K | 0.39% | 62 |
|
|
2024
Q3 | $1.25M | Buy |
4,591
+27
| +0.6% | +$7.32K | 0.39% | 61 |
|
|
2024
Q2 | $1.06M | Buy |
4,564
+26
| +0.6% | +$6.02K | 0.37% | 68 |
|
|
2024
Q1 | $1.03M | Sell |
4,538
-30
| -0.7% | -$6.83K | 0.38% | 67 |
|
|
2023
Q4 | $856K | Sell |
4,568
-230
| -5% | -$43.1K | 0.41% | 69 |
|
|
2023
Q3 | $716K | Buy |
4,798
+915
| +24% | +$137K | 0.36% | 78 |
|
|
2023
Q2 | $676K | Sell |
3,883
-490
| -11% | -$85.4K | 0.36% | 80 |
|
|
2023
Q1 | $721K | Buy |
4,373
+170
| +4% | +$28K | 0.41% | 71 |
|
|
2022
Q4 | $621K | Hold |
4,203
| – | – | 0.42% | 71 |
|
|
2022
Q3 | $567K | Hold |
4,203
| – | – | 0.44% | 78 |
|
|
2022
Q2 | $583K | Hold |
4,203
| – | – | 0.45% | 81 |
|
|
2022
Q1 | $786K | Buy |
4,203
+30
| +0.7% | +$5.61K | 0.59% | 56 |
|
|
2021
Q4 | $683K | Buy |
+4,173
| New | +$683K | 0.55% | 63 |
|