BCA
Bay Colony Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
810
-6
| -0.7% | -$1.91K | 0.04% | 381 |
|
|
2025
Q1 | $217K | Sell |
816
-41
| -5% | -$10.9K | 0.03% | 399 |
|
|
2024
Q4 | $254K | Sell |
857
-10
| -1% | -$2.97K | 0.04% | 372 |
|
|
2024
Q3 | $235K | Buy |
+867
| New | +$235K | 0.04% | 371 |
|
|
2023
Q3 | – | Sell |
-1,279
| Closed | -$223K | – | 351 |
|
|
2023
Q2 | $223K | Hold |
1,279
| – | – | 0.05% | 292 |
|
|
2023
Q1 | $208K | Buy |
+1,279
| New | +$208K | 0.05% | 300 |
|
|
2022
Q2 | – | Sell |
-1,486
| Closed | -$278K | – | 345 |
|
|
2022
Q1 | $278K | Buy |
1,486
+183
| +14% | +$34.2K | 0.07% | 275 |
|
|
2021
Q4 | $213K | Buy |
+1,303
| New | +$213K | 0.06% | 339 |
|