XWM
Xcel Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Buy |
10,073
+300
| +3% | +$95.7K | 0.91% | 31 |
|
|
2025
Q1 | $2.63M | Sell |
9,773
-20
| -0.2% | -$5.38K | 0.82% | 31 |
|
|
2024
Q4 | $2.91M | Hold |
9,793
| – | – | 0.81% | 30 |
|
|
2024
Q3 | $2.66M | Sell |
9,793
-30
| -0.3% | -$8.14K | 0.78% | 34 |
|
|
2024
Q2 | $2.27M | Sell |
9,823
-400
| -4% | -$92.6K | 0.71% | 36 |
|
|
2024
Q1 | $2.33M | Sell |
10,223
-1,550
| -13% | -$353K | 0.73% | 34 |
|
|
2023
Q4 | $2.21M | Sell |
11,773
-750
| -6% | -$141K | 0.77% | 34 |
|
|
2023
Q3 | $1.87M | Sell |
12,523
-300
| -2% | -$44.8K | 0.74% | 37 |
|
|
2023
Q2 | $2.23M | Buy |
12,823
+300
| +2% | +$52.3K | 0.71% | 39 |
|
|
2023
Q1 | $2.07M | Buy |
+12,523
| New | +$2.07M | 0.73% | 42 |
|
|
2022
Q2 | – | Sell |
-2,480
| Closed | -$464K | – | 124 |
|
|
2022
Q1 | $464K | Hold |
2,480
| – | – | 0.13% | 96 |
|
|
2021
Q4 | $406K | Buy |
2,480
+1
| +0% | +$164 | 0.1% | 115 |
|
|
2021
Q3 | $415K | Hold |
2,479
| – | – | 0.12% | 108 |
|
|
2021
Q2 | $410K | Buy |
+2,479
| New | +$410K | 0.12% | 109 |
|