VWA
Valued Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Hold |
33
| – | – | 0.01% | 209 |
|
|
2025
Q1 | $8.91K | Sell |
33
-11
| -25% | -$2.97K | 0.01% | 242 |
|
|
2024
Q4 | $13.1K | Sell |
44
-11
| -20% | -$3.27K | 0.01% | 195 |
|
|
2024
Q3 | $14.9K | Buy |
55
+3
| +6% | +$815 | 0.01% | 175 |
|
|
2024
Q2 | $12.1K | Buy |
52
+11
| +27% | +$2.55K | 0.01% | 179 |
|
|
2024
Q1 | $9.36K | Buy |
41
+2
| +5% | +$456 | 0.01% | 190 |
|
|
2023
Q4 | $5.82K | Buy |
+39
| New | +$5.82K | 0.01% | 180 |
|