Beacon Investment Advisors’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 | $2.96M | Buy |
9,329
+1
| +0% | +$317 | 1.28% | 22 |
|
|
2025
Q1 | $2.51M | Hold |
9,328
| – | – | 1.19% | 23 |
|
|
2024
Q4 | $2.77M | Hold |
9,328
| – | – | 1.3% | 22 |
|
|
2024
Q3 | $2.53M | Hold |
9,328
| – | – | 1.2% | 20 |
|
|
2024
Q2 | $2.16M | Hold |
9,328
| – | – | 1.1% | 23 |
|
|
2024
Q1 | $2.12M | Hold |
9,328
| – | – | 1.21% | 23 |
|
|
2023
Q4 | $1.75M | Hold |
9,328
| – | – | 1.12% | 27 |
|
|
2023
Q3 | $1.39M | Hold |
9,328
| – | – | 0.98% | 32 |
|
|
2023
Q2 | $1.62M | Buy |
9,328
+6,138
| +192% | +$1.07M | 1.11% | 27 |
|
|
2023
Q1 | $526K | Buy |
3,190
+1
| +0% | +$165 | 0.38% | 75 |
|
|
2022
Q4 | $471K | Buy |
+3,189
| New | +$471K | 0.39% | 76 |
|