WAG
Wiser Advisor Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-264
| Closed | -$70.9K | – | 62 |
|
|
2025
Q1 | $70.9K | Buy |
264
+1
| +0.4% | +$269 | 0.1% | 77 |
|
|
2024
Q4 | $78K | Buy |
263
+1
| +0.4% | +$297 | 0.11% | 78 |
|
|
2024
Q3 | $71.1K | Hold |
262
| – | – | 0.11% | 79 |
|
|
2024
Q2 | $60.6K | Buy |
262
+2
| +0.8% | +$462 | 0.1% | 81 |
|
|
2024
Q1 | $59.4K | Hold |
260
| – | – | 0.09% | 82 |
|
|
2023
Q4 | $48.7K | Buy |
+260
| New | +$48.7K | 0.08% | 96 |
|