ATFA
All Terrain Financial Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Hold |
2,259
| – | – | 0.21% | 49 |
|
|
2025
Q1 | $608K | Hold |
2,259
| – | – | 0.19% | 49 |
|
|
2024
Q4 | $670K | Hold |
2,259
| – | – | 0.22% | 45 |
|
|
2024
Q3 | $613K | Hold |
2,259
| – | – | 0.22% | 46 |
|
|
2024
Q2 | $523K | Hold |
2,259
| – | – | 0.21% | 49 |
|
|
2024
Q1 | $514K | Hold |
2,259
| – | – | 0.2% | 48 |
|
|
2023
Q4 | $423K | Hold |
2,259
| – | – | 0.16% | 46 |
|
|
2023
Q3 | $337K | Hold |
2,259
| – | – | 0.14% | 52 |
|
|
2023
Q2 | $394K | Hold |
2,259
| – | – | 0.15% | 51 |
|
|
2023
Q1 | $373K | Hold |
2,259
| – | – | 0.15% | 51 |
|
|
2022
Q4 | $334K | Hold |
2,259
| – | – | 0.15% | 58 |
|
|
2022
Q3 | $305K | Hold |
2,259
| – | – | 0.13% | 54 |
|
|
2022
Q2 | $313K | Hold |
2,259
| – | – | 0.13% | 54 |
|
|
2022
Q1 | $422K | Hold |
2,259
| – | – | 0.17% | 50 |
|
|
2021
Q4 | $370K | Sell |
2,259
-901
| -29% | -$148K | 0.15% | 51 |
|
|
2021
Q3 | $529K | Hold |
3,160
| – | – | 0.23% | 44 |
|
|
2021
Q2 | $522K | Hold |
3,160
| – | – | 0.24% | 45 |
|
|
2021
Q1 | $447K | Hold |
3,160
| – | – | 0.2% | 50 |
|
|
2020
Q4 | $382K | Hold |
3,160
| – | – | 0.15% | 52 |
|
|
2020
Q3 | $317K | Hold |
3,160
| – | – | 0.11% | 51 |
|
|
2020
Q2 | $301K | Sell |
3,160
-103
| -3% | -$9.81K | 0.12% | 54 |
|
|
2020
Q1 | $279K | Buy |
3,263
+1
| +0% | +$86 | 0.11% | 71 |
|
|
2019
Q4 | $406K | Sell |
3,262
-54
| -2% | -$6.72K | 0.13% | 71 |
|
|
2019
Q3 | $392K | Hold |
3,316
| – | – | 0.13% | 76 |
|
|
2019
Q2 | $409K | Buy |
3,316
+55
| +2% | +$6.78K | 0.14% | 73 |
|
|
2019
Q1 | $356K | Hold |
3,261
| – | – | 0.12% | 86 |
|
|
2018
Q4 | $311K | Hold |
3,261
| – | – | 0.12% | 87 |
|
|
2018
Q3 | $347K | Buy |
3,261
+1
| +0% | +$106 | 0.14% | 94 |
|
|
2018
Q2 | $320K | Hold |
3,260
| – | – | 0.14% | 98 |
|
|
2018
Q1 | $304K | Buy |
3,260
+100
| +3% | +$9.33K | 0.14% | 98 |
|
|
2017
Q4 | $314K | Buy |
+3,160
| New | +$314K | 0.14% | 88 |
|