BAM
Beaumont Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
4,838
+4
| +0.1% | +$1.28K | 0.83% | 23 |
|
|
2025
Q1 | $1.3M | Buy |
4,834
+13
| +0.3% | +$3.5K | 0.79% | 26 |
|
|
2024
Q4 | $1.43M | Sell |
4,821
-84
| -2% | -$24.9K | 0.83% | 22 |
|
|
2024
Q3 | $1.33M | Buy |
4,905
+94
| +2% | +$25.5K | 0.77% | 25 |
|
|
2024
Q2 | $1.11M | Buy |
4,811
+51
| +1% | +$11.8K | 0.72% | 29 |
|
|
2024
Q1 | $1.08M | Buy |
4,760
+472
| +11% | +$107K | 0.72% | 28 |
|
|
2023
Q4 | $803K | Buy |
4,288
+24
| +0.6% | +$4.5K | 0.57% | 37 |
|
|
2023
Q3 | $636K | Sell |
4,264
-5
| -0.1% | -$746 | 0.52% | 38 |
|
|
2023
Q2 | $744K | Buy |
4,269
+8
| +0.2% | +$1.39K | 0.56% | 37 |
|
|
2023
Q1 | $703K | Sell |
4,261
-55
| -1% | -$9.07K | 0.52% | 37 |
|
|
2022
Q4 | $638K | Buy |
4,316
+8
| +0.2% | +$1.18K | 0.47% | 41 |
|
|
2022
Q3 | $581K | Sell |
4,308
-34
| -0.8% | -$4.59K | 0.46% | 40 |
|
|
2022
Q2 | $601K | Sell |
4,342
-39
| -0.9% | -$5.4K | 0.45% | 39 |
|
|
2022
Q1 | $819K | Buy |
4,381
+116
| +3% | +$21.7K | 0.55% | 34 |
|
|
2021
Q4 | $697K | Buy |
4,265
+208
| +5% | +$34K | 0.46% | 37 |
|
|
2021
Q3 | $679K | Buy |
4,057
+60
| +2% | +$10K | 0.51% | 34 |
|
|
2021
Q2 | $660K | Buy |
3,997
+111
| +3% | +$18.3K | 0.51% | 34 |
|
|
2021
Q1 | $549K | Buy |
3,886
+32
| +0.8% | +$4.52K | 0.46% | 37 |
|
|
2020
Q4 | $465K | Buy |
3,854
+140
| +4% | +$16.9K | 0.42% | 37 |
|
|
2020
Q3 | $372K | Sell |
3,714
-124
| -3% | -$12.4K | 0.37% | 43 |
|
|
2020
Q2 | $365K | Buy |
+3,838
| New | +$365K | 0.38% | 39 |
|