BPC
Banque Pictet & Cie’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Sell |
14,656
-1,774
| -11% | -$566K | 0.03% | 144 |
|
|
2025
Q1 | $4.42M | Sell |
16,430
-4,108
| -20% | -$1.11M | 0.04% | 149 |
|
|
2024
Q4 | $6.1M | Buy |
+20,538
| New | +$6.1M | 0.04% | 135 |
|
|
2023
Q4 | – | Sell |
-3,250
| Closed | -$485K | – | 340 |
|
|
2023
Q3 | $485K | Buy |
+3,250
| New | +$485K | 0.01% | 344 |
|
|
2023
Q1 | – | Sell |
-10,656
| Closed | -$1.57M | – | 572 |
|
|
2022
Q4 | $1.57M | Buy |
+10,656
| New | +$1.57M | 0.02% | 332 |
|
|
2022
Q2 | – | Sell |
-2,300
| Closed | -$430K | – | 634 |
|
|
2022
Q1 | $430K | Buy |
+2,300
| New | +$430K | ﹤0.01% | 540 |
|
|
2018
Q3 | – | Sell |
-70,142
| Closed | -$6.87M | – | 355 |
|
|
2018
Q2 | $6.87M | Sell |
70,142
-4,910
| -7% | -$481K | 0.14% | 121 |
|
|
2018
Q1 | $7M | Hold |
75,052
| – | – | 0.15% | 118 |
|
|
2017
Q4 | $7.45M | Sell |
75,052
-240
| -0.3% | -$23.8K | 0.15% | 109 |
|
|
2017
Q3 | $6.81M | Sell |
75,292
-6,620
| -8% | -$599K | 0.15% | 119 |
|
|
2017
Q2 | $6.9M | Buy |
81,912
+7,383
| +10% | +$622K | 0.16% | 106 |
|
|
2017
Q1 | $5.9M | Buy |
74,529
+32,640
| +78% | +$2.58M | 0.15% | 115 |
|
|
2016
Q4 | $3.1M | Sell |
41,889
-7,190
| -15% | -$533K | 0.08% | 140 |
|
|
2016
Q3 | $3.14M | Sell |
49,079
-16,659
| -25% | -$1.07M | 0.08% | 136 |
|
|
2016
Q2 | $3.99M | Sell |
65,738
-3,489
| -5% | -$212K | 0.11% | 111 |
|
|
2016
Q1 | $4.25M | Sell |
69,227
-10,410
| -13% | -$639K | 0.11% | 112 |
|
|
2015
Q4 | $5.54M | Sell |
79,637
-16,007
| -17% | -$1.11M | 0.15% | 92 |
|
|
2015
Q3 | $7.09M | Buy |
+95,644
| New | +$7.09M | 0.21% | 77 |
|
|
2015
Q2 | – | Sell |
-242,026
| Closed | -$18.9M | – | 316 |
|
|
2015
Q1 | $18.9M | Buy |
242,026
+39,682
| +20% | +$3.1M | 0.49% | 49 |
|
|
2014
Q4 | $18.8M | Sell |
202,344
-14,785
| -7% | -$1.38M | 0.5% | 47 |
|
|
2014
Q3 | $19M | Sell |
217,129
-116,378
| -35% | -$10.2M | 0.49% | 46 |
|
|
2014
Q2 | $31.6M | Buy |
333,507
+250,381
| +301% | +$23.8M | 0.79% | 32 |
|
|
2014
Q1 | $7.48M | Buy |
83,126
+12,256
| +17% | +$1.1M | 0.2% | 84 |
|
|
2013
Q4 | $6.43M | Buy |
+70,870
| New | +$6.43M | 0.19% | 89 |
|