BFA
Beaumont Financial Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
8,631
-1
| -0% | -$319 | 0.2% | 73 |
|
|
2025
Q1 | $2.32M | Buy |
8,632
+28
| +0.3% | +$7.53K | 0.18% | 80 |
|
|
2024
Q4 | $2.55M | Buy |
8,604
+235
| +3% | +$69.7K | 0.19% | 77 |
|
|
2024
Q3 | $2.27M | Sell |
8,369
-368
| -4% | -$99.8K | 0.18% | 80 |
|
|
2024
Q2 | $2.02M | Sell |
8,737
-49
| -0.6% | -$11.3K | 0.16% | 91 |
|
|
2024
Q1 | $2M | Hold |
8,786
| – | – | 0.16% | 85 |
|
|
2023
Q4 | $1.65M | Buy |
8,786
+64
| +0.7% | +$12K | 0.15% | 94 |
|
|
2023
Q3 | $1.3M | Sell |
8,722
-38
| -0.4% | -$5.67K | 0.13% | 106 |
|
|
2023
Q2 | $1.53M | Buy |
8,760
+116
| +1% | +$20.2K | 0.14% | 106 |
|
|
2023
Q1 | $1.43M | Hold |
8,644
| – | – | 0.14% | 98 |
|
|
2022
Q4 | $1.28M | Sell |
8,644
-125
| -1% | -$18.5K | 0.13% | 105 |
|
|
2022
Q3 | $1.18M | Sell |
8,769
-75
| -0.8% | -$10.1K | 0.11% | 107 |
|
|
2022
Q2 | $1.23M | Sell |
8,844
-201
| -2% | -$27.9K | 0.11% | 110 |
|
|
2022
Q1 | $1.69M | Sell |
9,045
-230
| -2% | -$43K | 0.13% | 121 |
|
|
2021
Q4 | $1.52M | Buy |
9,275
+80
| +0.9% | +$13.1K | 0.11% | 120 |
|
|
2021
Q3 | $1.54M | Sell |
9,195
-648
| -7% | -$109K | 0.12% | 112 |
|
|
2021
Q2 | $1.63M | Buy |
9,843
+738
| +8% | +$122K | 0.12% | 113 |
|
|
2021
Q1 | $1.29M | Buy |
9,105
+617
| +7% | +$87.3K | 0.11% | 121 |
|
|
2020
Q4 | $1.03M | Sell |
8,488
-395
| -4% | -$47.7K | 0.09% | 134 |
|
|
2020
Q3 | $891K | Sell |
8,883
-22
| -0.2% | -$2.21K | 0.09% | 155 |
|
|
2020
Q2 | $848K | Sell |
8,905
-163
| -2% | -$15.5K | 0.09% | 147 |
|
|
2020
Q1 | $776K | Sell |
9,068
-543
| -6% | -$46.5K | 0.1% | 115 |
|
|
2019
Q4 | $1.2M | Sell |
9,611
-379
| -4% | -$47.2K | 0.12% | 117 |
|
|
2019
Q3 | $1.18M | Buy |
9,990
+7,021
| +236% | +$831K | 0.12% | 112 |
|
|
2019
Q2 | $367K | Buy |
2,969
+270
| +10% | +$33.4K | 0.04% | 176 |
|
|
2019
Q1 | $295K | Hold |
2,699
| – | – | 0.03% | 189 |
|
|
2018
Q4 | $257K | Buy |
2,699
+261
| +11% | +$24.9K | 0.04% | 169 |
|
|
2018
Q3 | $260K | Hold |
2,438
| – | – | 0.03% | 196 |
|
|
2018
Q2 | $239K | Sell |
2,438
-304
| -11% | -$29.8K | 0.03% | 181 |
|
|
2018
Q1 | $256K | Buy |
+2,742
| New | +$256K | 0.03% | 180 |
|
|
2014
Q1 | – | Sell |
-2,272
| Closed | -$206K | – | 131 |
|
|
2013
Q4 | $206K | Buy |
+2,272
| New | +$206K | 0.02% | 139 |
|