WGC
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Watts Gwilliam & Co’s American Express AXP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$911K Sell
3,384
-13
-0.4% -$3.5K 0.2% 89
2024
Q4
$1.03M Sell
3,397
-10
-0.3% -$3.02K 0.22% 87
2024
Q3
$917K Buy
+3,407
New +$917K 0.2% 89