AB
Atlas Brown’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
4,262
-10
| -0.2% | -$3.19K | 0.44% | 64 |
|
|
2025
Q1 | $1.15M | Buy |
4,272
+16
| +0.4% | +$4.3K | 0.4% | 70 |
|
|
2024
Q4 | $1.26M | Buy |
4,256
+7
| +0.2% | +$2.08K | 0.43% | 66 |
|
|
2024
Q3 | $1.15M | Sell |
4,249
-166
| -4% | -$45K | 0.4% | 70 |
|
|
2024
Q2 | $1.02M | Buy |
4,415
+10
| +0.2% | +$2.32K | 0.37% | 74 |
|
|
2024
Q1 | $1M | Buy |
4,405
+40
| +0.9% | +$9.11K | 0.37% | 81 |
|
|
2023
Q4 | $818K | Hold |
4,365
| – | – | 0.34% | 85 |
|
|
2023
Q3 | $651K | Buy |
4,365
+1
| +0% | +$149 | 0.3% | 92 |
|
|
2023
Q2 | $760K | Buy |
4,364
+11
| +0.3% | +$1.92K | 0.33% | 92 |
|
|
2023
Q1 | $718K | Hold |
4,353
| – | – | 0.33% | 92 |
|
|
2022
Q4 | $643K | Hold |
4,353
| – | – | 0.32% | 97 |
|
|
2022
Q3 | $587K | Hold |
4,353
| – | – | 0.3% | 103 |
|
|
2022
Q2 | $603K | Hold |
4,353
| – | – | 0.29% | 102 |
|
|
2022
Q1 | $814K | Buy |
4,353
+1
| +0% | +$187 | 0.33% | 88 |
|
|
2021
Q4 | $712K | Hold |
4,352
| – | – | 0.28% | 109 |
|
|
2021
Q3 | $729K | Buy |
4,352
+125
| +3% | +$20.9K | 0.32% | 95 |
|
|
2021
Q2 | $698K | Hold |
4,227
| – | – | 0.3% | 98 |
|
|
2021
Q1 | $598K | Hold |
4,227
| – | – | 0.28% | 103 |
|
|
2020
Q4 | $511K | Hold |
4,227
| – | – | 0.26% | 105 |
|
|
2020
Q3 | $424K | Buy |
4,227
+1
| +0% | +$100 | 0.25% | 102 |
|
|
2020
Q2 | $402K | Buy |
4,226
+1,324
| +46% | +$126K | 0.26% | 106 |
|
|
2020
Q1 | $248K | Hold |
2,902
| – | – | 0.19% | 122 |
|
|
2019
Q4 | $361K | Buy |
2,902
+50
| +2% | +$6.22K | 0.23% | 106 |
|
|
2019
Q3 | $337K | Hold |
2,852
| – | – | 0.24% | 110 |
|
|
2019
Q2 | $352K | Hold |
2,852
| – | – | 0.24% | 105 |
|
|
2019
Q1 | $312K | Sell |
2,852
-238
| -8% | -$26K | 0.22% | 111 |
|
|
2018
Q4 | $295K | Hold |
3,090
| – | – | 0.23% | 105 |
|
|
2018
Q3 | $329K | Sell |
3,090
-25
| -0.8% | -$2.66K | 0.2% | 116 |
|
|
2018
Q2 | $311K | Buy |
3,115
+150
| +5% | +$15K | 0.07% | 117 |
|
|
2018
Q1 | $277K | Sell |
2,965
-256
| -8% | -$23.9K | 0.05% | 126 |
|
|
2017
Q4 | $320K | Buy |
3,221
+36
| +1% | +$3.58K | 0.06% | 115 |
|
|
2017
Q3 | $288K | Buy |
3,185
+60
| +2% | +$5.43K | 0.06% | 110 |
|
|
2017
Q2 | $263K | Buy |
+3,125
| New | +$263K | 0.23% | 110 |
|
|
2013
Q3 | – | Sell |
-6,900
| Closed | -$516K | – | 76 |
|
|
2013
Q2 | $516K | Buy |
+6,900
| New | +$516K | 0.11% | 77 |
|