WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
AXP holding history
American Express Co in every 13F filed by WR Wealth Planners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AXP overviewAll 13F holders of AXPFull Q4 2024 holdings
- Shares (Q4 2024)
- 987
- Value
- $293.0K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 987 | $293.0K | 0.1% | −59−5.6% | Reduced | Holders |
| Q3 2024 | 1,046 | $283.7K | 0.1% | +14+1.4% | Added | Holders |
| Q2 2024 | 1,032 | $239.0K | 0.1% | +92+9.8% | Added | Holders |
| Q1 2024 | 940 | $214.0K | 0.1% | +940 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −883−100.0% | Sold out | Holders |
| Q3 2023 | 883 | $131.7K | 0.1% | +20+2.3% | Added | Holders |
| Q2 2023 | 863 | $150.3K | 0.1% | +168+24.2% | Added | Holders |
| Q1 2023 | 695 | $114.6K | <0.1% | +695 | New | Holders |