WOSD
WFA of San Diego’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.9K | Buy |
+288
| New | +$91.9K | 0.07% | 145 |
|
|
2024
Q3 | $78.9K | Sell |
291
-8
| -3% | -$2.17K | 0.07% | 145 |
|
|
2024
Q2 | $69.2K | Buy |
+299
| New | +$69.2K | 0.06% | 150 |
|
|
2023
Q3 | $44.6K | Hold |
299
| – | – | 0.05% | 180 |
|
|
2023
Q2 | $52.1K | Buy |
+299
| New | +$52.1K | 0.05% | 164 |
|
|
2023
Q1 | – | Sell |
-299
| Closed | -$44.2K | – | 95 |
|
|
2022
Q4 | $44.2K | Buy |
+299
| New | +$44.2K | 0.03% | 204 |
|
|
2022
Q3 | – | Sell |
-299
| Closed | -$41K | – | 110 |
|
|
2022
Q2 | $41K | Buy |
+299
| New | +$41K | 0.04% | 172 |
|