WWA
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WCG Wealth Advisors’s American Express AXP Stock Holding History

WCG Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,022
Closed -$1.63M – 157
2022
Q4 		$1.63M Buy
11,022
+393
+4% +$58.1K 0.22% 84
2022
Q3 		$1.51M Buy
10,629
+522
+5% +$74.2K 0.2% 95
2022
Q2 		$1.4M Buy
+10,107
New +$1.4M 0.19% 95