Beacon Capital Management LLC (Tennessee)’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
346
-49
| -12% | -$15.6K | 0.01% | 193 |
|
|
2025
Q1 | $106K | Buy |
395
+69
| +21% | +$18.6K | 0.01% | 195 |
|
|
2024
Q4 | $96.8K | Sell |
326
-11
| -3% | -$3.27K | 0.01% | 201 |
|
|
2024
Q3 | $91.3K | Buy |
337
+66
| +24% | +$17.9K | 0.01% | 211 |
|
|
2024
Q2 | $62.7K | Buy |
271
+43
| +19% | +$9.95K | 0.01% | 252 |
|
|
2024
Q1 | $51.8K | Buy |
228
+141
| +162% | +$32.1K | 0.01% | 290 |
|
|
2023
Q4 | $12.9K | Hold |
87
| – | – | ﹤0.01% | 458 |
|
|
2023
Q3 | $15.1K | Hold |
87
| – | – | ﹤0.01% | 462 |
|
|
2023
Q2 | $15.1K | Buy |
87
+1
| +1% | +$173 | ﹤0.01% | 462 |
|
|
2023
Q1 | $14.3K | Hold |
86
| – | – | ﹤0.01% | 420 |
|
|
2022
Q4 | $12.8K | Sell |
86
-196
| -70% | -$29.1K | ﹤0.01% | 454 |
|
|
2022
Q3 | $39K | Hold |
282
| – | – | 0.01% | 243 |
|
|
2022
Q2 | $53K | Hold |
282
| – | – | 0.01% | 230 |
|
|
2022
Q1 | $53K | Buy |
+282
| New | +$53K | 0.01% | 230 |
|