Atwood & Palmer’s American Express AXP Stock Holding History

Atwood & Palmer’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.66K	Hold	24	–	–	﹤0.01%	414
2025 Q1	$6.46K	Hold	24	–	–	﹤0.01%	353
2024 Q4	$7.12K	Hold	24	–	–	﹤0.01%	362
2024 Q3	$6.51K	Buy	24 +1	+4%	+$271	﹤0.01%	362
2024 Q2	$5.33K	Sell	23 -29	-56%	-$6.72K	﹤0.01%	364
2024 Q1	$11.8K	Buy	52 +29	+126%	+$6.6K	﹤0.01%	301
2023 Q4	$4.31K	Buy	23 +5	+28%	+$937	﹤0.01%	345
2023 Q3	$2.69K	Hold	18	–	–	﹤0.01%	354
2023 Q2	$3.14K	Buy	+18	New	+$3.14K	﹤0.01%	355
2022 Q2	–	Sell	-175	Closed	-$33K	–	395
2022 Q1	$33K	Buy	+175	New	+$33K	﹤0.01%	265
2020 Q2	–	Sell	-400	Closed	-$34K	–	313
2020 Q1	$34K	Hold	400	–	–	0.01%	204
2019 Q4	$50K	Hold	400	–	–	0.01%	181
2019 Q3	$47K	Hold	400	–	–	0.01%	187
2019 Q2	$49K	Hold	400	–	–	0.01%	179
2019 Q1	$44K	Hold	400	–	–	0.01%	177
2018 Q4	$38K	Hold	400	–	–	0.01%	178
2018 Q3	$43K	Hold	400	–	–	0.01%	187
2018 Q2	$39K	Hold	400	–	–	0.01%	188
2018 Q1	$37K	Hold	400	–	–	0.01%	189
2017 Q4	$40K	Hold	400	–	–	0.01%	188
2017 Q3	$36K	Hold	400	–	–	0.01%	194
2017 Q2	$34K	Hold	400	–	–	0.01%	204
2017 Q1	$32K	Hold	400	–	–	0.01%	194
2016 Q4	$30K	Hold	400	–	–	0.01%	198
2016 Q3	$26K	Hold	400	–	–	﹤0.01%	207
2016 Q2	$24K	Hold	400	–	–	﹤0.01%	214
2016 Q1	$25K	Sell	400 -7,837	-95%	-$490K	﹤0.01%	216
2015 Q4	$573K	Hold	8,237	–	–	0.11%	86
2015 Q3	$611K	Sell	8,237 -341	-4%	-$25.3K	0.12%	84
2015 Q2	$667K	Hold	8,578	–	–	0.12%	86
2015 Q1	$670K	Hold	8,578	–	–	0.12%	86
2014 Q4	$799K	Hold	8,578	–	–	0.15%	74
2014 Q3	$751K	Buy	8,578 +2,078	+32%	+$182K	0.14%	79
2014 Q2	$617K	Sell	6,500 -1,960	-23%	-$186K	0.16%	76
2014 Q1	$762K	Hold	8,460	–	–	0.18%	59
2013 Q4	$768K	Buy	8,460 +219	+3%	+$19.9K	0.19%	54
2013 Q3	$622K	Hold	8,241	–	–	0.17%	57
2013 Q2	$616K	Buy	+8,241	New	+$616K	0.17%	62