WAM
WFA Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4K | Buy |
162
+1
| +0.6% | +$231 | 0.02% | 111 |
|
|
2025
Q1 | $36.7K | Sell |
161
-64
| -28% | -$14.6K | 0.02% | 119 |
|
|
2024
Q4 | $66.9K | Buy |
225
+63
| +39% | +$18.7K | 0.04% | 95 |
|
|
2024
Q3 | $43.9K | Hold |
162
| – | – | 0.02% | 110 |
|
|
2024
Q2 | $37.4K | Buy |
162
+1
| +0.6% | +$231 | 0.02% | 112 |
|
|
2024
Q1 | $36.7K | Hold |
161
| – | – | 0.02% | 120 |
|
|
2023
Q4 | $30.1K | Buy |
+161
| New | +$30.1K | 0.02% | 123 |
|