BFG
Beacon Financial Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Sell |
6,737
-30
| -0.4% | -$9.57K | 0.22% | 109 |
|
|
2025
Q1 | $1.82M | Sell |
6,767
-25
| -0.4% | -$6.73K | 0.2% | 113 |
|
|
2024
Q4 | $2.02M | Sell |
6,792
-118
| -2% | -$35K | 0.22% | 104 |
|
|
2024
Q3 | $1.87M | Buy |
6,910
+177
| +3% | +$48K | 0.2% | 113 |
|
|
2024
Q2 | $1.56M | Sell |
6,733
-61
| -0.9% | -$14.1K | 0.18% | 127 |
|
|
2024
Q1 | $1.55M | Sell |
6,794
-203
| -3% | -$46.2K | 0.18% | 126 |
|
|
2023
Q4 | $1.31M | Buy |
6,997
+202
| +3% | +$37.8K | 0.16% | 136 |
|
|
2023
Q3 | $1.07M | Sell |
6,795
-177
| -3% | -$28K | 0.15% | 129 |
|
|
2023
Q2 | $1.2M | Buy |
6,972
+70
| +1% | +$12K | 0.16% | 123 |
|
|
2023
Q1 | $1.11M | Sell |
6,902
-374
| -5% | -$60.3K | 0.16% | 126 |
|
|
2022
Q4 | $1.08M | Sell |
7,276
-98
| -1% | -$14.5K | 0.15% | 130 |
|
|
2022
Q3 | $1.02M | Buy |
7,374
+222
| +3% | +$30.6K | 0.16% | 132 |
|
|
2022
Q2 | $1.04M | Sell |
7,152
-37
| -0.5% | -$5.38K | 0.15% | 138 |
|
|
2022
Q1 | $1.36M | Sell |
7,189
-75
| -1% | -$14.2K | 0.18% | 120 |
|
|
2021
Q4 | $1.22M | Buy |
7,264
+81
| +1% | +$13.6K | 0.16% | 131 |
|
|
2021
Q3 | $1.23M | Sell |
7,183
-117
| -2% | -$20.1K | 0.17% | 118 |
|
|
2021
Q2 | $1.23M | Sell |
7,300
-3,571
| -33% | -$603K | 0.17% | 119 |
|
|
2021
Q1 | $1.35M | Hold |
10,871
| – | – | 0.21% | 106 |
|
|
2020
Q4 | $1.35M | Sell |
10,871
-171
| -2% | -$21.2K | 0.21% | 107 |
|
|
2020
Q3 | $1.11M | Sell |
11,042
-294
| -3% | -$29.5K | 0.2% | 112 |
|
|
2020
Q2 | $1.07M | Buy |
11,336
+370
| +3% | +$35K | 0.21% | 109 |
|
|
2020
Q1 | $990K | Buy |
10,966
+158
| +1% | +$14.3K | 0.22% | 106 |
|
|
2019
Q4 | $1.35M | Sell |
10,808
-776
| -7% | -$96.6K | 0.17% | 104 |
|
|
2019
Q3 | $1.37M | Sell |
11,584
-3,100
| -21% | -$368K | 0.23% | 99 |
|
|
2019
Q2 | $1.81M | Sell |
14,684
-276
| -2% | -$34.1K | 0.31% | 85 |
|
|
2019
Q1 | $1.64K | Sell |
14,960
-3
| -0% | – | 0.27% | 88 |
|
|
2018
Q4 | $1.41M | Sell |
14,963
-401
| -3% | -$37.9K | 0.27% | 86 |
|
|
2018
Q3 | $1.64M | Sell |
15,364
-428
| -3% | -$45.6K | 0.28% | 79 |
|
|
2018
Q2 | $1.55M | Sell |
15,792
-550
| -3% | -$53.9K | 0.26% | 79 |
|
|
2018
Q1 | $1.52M | Buy |
16,342
+165
| +1% | +$15.4K | 0.26% | 82 |
|
|
2017
Q4 | $1.61M | Buy |
16,177
+370
| +2% | +$36.8K | 0.28% | 78 |
|
|
2017
Q3 | $1.43M | Buy |
15,807
+50
| +0.3% | +$4.52K | 0.26% | 77 |
|
|
2017
Q2 | $1.32M | Buy |
15,757
+1,245
| +9% | +$104K | 0.25% | 79 |
|
|
2017
Q1 | $1.15M | Buy |
14,512
+1,583
| +12% | +$125K | 0.22% | 80 |
|
|
2016
Q4 | $957K | Buy |
12,929
+484
| +4% | +$35.8K | 0.19% | 83 |
|
|
2016
Q3 | $789K | Buy |
12,445
+1,635
| +15% | +$104K | 0.17% | 87 |
|
|
2016
Q2 | $645K | Buy |
10,810
+61
| +0.6% | +$3.64K | 0.14% | 97 |
|
|
2016
Q1 | $648K | Buy |
10,749
+234
| +2% | +$14.1K | 0.14% | 93 |
|
|
2015
Q4 | $737K | Sell |
10,515
-81
| -0.8% | -$5.68K | 0.17% | 82 |
|
|
2015
Q3 | $775K | Buy |
10,596
+400
| +4% | +$29.3K | 0.19% | 79 |
|
|
2015
Q2 | $793K | Buy |
10,196
+447
| +5% | +$34.8K | 0.17% | 82 |
|
|
2015
Q1 | $761K | Buy |
9,749
+762
| +8% | +$59.5K | 0.17% | 86 |
|
|
2014
Q4 | $847K | Buy |
8,987
+771
| +9% | +$72.7K | 0.18% | 87 |
|
|
2014
Q3 | $722K | Sell |
8,216
-47
| -0.6% | -$4.13K | 0.16% | 95 |
|
|
2014
Q2 | $784K | Buy |
8,263
+548
| +7% | +$52K | 0.17% | 90 |
|
|
2014
Q1 | $698K | Buy |
7,715
+266
| +4% | +$24.1K | 0.14% | 98 |
|
|
2013
Q4 | $667K | Buy |
7,449
+227
| +3% | +$20.3K | 0.13% | 111 |
|
|
2013
Q3 | $548K | Buy |
+7,222
| New | +$548K | 0.12% | 119 |
|