AMG
Advisors Management Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Sell |
1,269
-26
| -2% | -$8.3K | 0.08% | 110 |
|
|
2025
Q1 | $348K | Sell |
1,295
-3
| -0.2% | -$806 | 0.08% | 116 |
|
|
2024
Q4 | $385K | Sell |
1,298
-22
| -2% | -$6.53K | 0.09% | 114 |
|
|
2024
Q3 | $358K | Sell |
1,320
-19
| -1% | -$5.15K | 0.08% | 118 |
|
|
2024
Q2 | $310K | Sell |
1,339
-21
| -2% | -$4.86K | 0.08% | 119 |
|
|
2024
Q1 | $310K | Sell |
1,360
-9
| -0.7% | -$2.05K | 0.08% | 123 |
|
|
2023
Q4 | $256K | Hold |
1,369
| – | – | 0.07% | 131 |
|
|
2023
Q3 | $204K | Sell |
1,369
-10
| -0.7% | -$1.49K | 0.06% | 135 |
|
|
2023
Q2 | $240K | Sell |
1,379
-659
| -32% | -$115K | 0.07% | 128 |
|
|
2023
Q1 | $336K | Sell |
2,038
-10
| -0.5% | -$1.65K | 0.11% | 103 |
|
|
2022
Q4 | $303K | Buy |
2,048
+42
| +2% | +$6.21K | 0.11% | 100 |
|
|
2022
Q3 | $271K | Sell |
2,006
-5
| -0.2% | -$675 | 0.11% | 107 |
|
|
2022
Q2 | $279K | Buy |
+2,011
| New | +$279K | 0.1% | 107 |
|