AAIM
Asset Advisors Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Hold |
1,500
| – | – | 0.05% | 87 |
|
|
2025
Q1 | $404K | Hold |
1,500
| – | – | 0.04% | 90 |
|
|
2024
Q4 | $445K | Hold |
1,500
| – | – | 0.05% | 86 |
|
|
2024
Q3 | $407K | Hold |
1,500
| – | – | 0.04% | 87 |
|
|
2024
Q2 | $347K | Sell |
1,500
-100
| -6% | -$23.2K | 0.04% | 91 |
|
|
2024
Q1 | $364K | Hold |
1,600
| – | – | 0.04% | 77 |
|
|
2023
Q4 | $300K | Hold |
1,600
| – | – | 0.04% | 77 |
|
|
2023
Q3 | $239K | Hold |
1,600
| – | – | 0.03% | 81 |
|
|
2023
Q2 | $279K | Hold |
1,600
| – | – | 0.04% | 82 |
|
|
2023
Q1 | $264K | Hold |
1,600
| – | – | 0.03% | 83 |
|
|
2022
Q4 | $236K | Hold |
1,600
| – | – | 0.03% | 86 |
|
|
2022
Q3 | $216K | Hold |
1,600
| – | – | 0.03% | 86 |
|
|
2022
Q2 | $222K | Hold |
1,600
| – | – | 0.03% | 85 |
|
|
2022
Q1 | $299K | Hold |
1,600
| – | – | 0.03% | 85 |
|
|
2021
Q4 | $262K | Buy |
+1,600
| New | +$262K | 0.03% | 86 |
|
|
2021
Q3 | – | Sell |
-1,600
| Closed | -$264K | – | 96 |
|
|
2021
Q2 | $264K | Hold |
1,600
| – | – | 0.03% | 86 |
|
|
2021
Q1 | $236K | Buy |
+1,600
| New | +$236K | 0.03% | 88 |
|
|
2020
Q3 | – | Sell |
-2,100
| Closed | -$200K | – | 90 |
|
|
2020
Q2 | $200K | Buy |
+2,100
| New | +$200K | 0.03% | 88 |
|
|
2020
Q1 | – | Sell |
-2,100
| Closed | -$270K | – | 97 |
|
|
2019
Q4 | $270K | Buy |
2,100
+200
| +11% | +$25.7K | 0.04% | 97 |
|
|
2019
Q3 | $225K | Hold |
1,900
| – | – | 0.04% | 94 |
|
|
2019
Q2 | $235K | Hold |
1,900
| – | – | 0.04% | 92 |
|
|
2019
Q1 | $208K | Sell |
1,900
-400
| -17% | -$43.8K | 0.04% | 94 |
|
|
2018
Q4 | $219K | Hold |
2,300
| – | – | 0.04% | 90 |
|
|
2018
Q3 | $245K | Buy |
+2,300
| New | +$245K | 0.04% | 95 |
|