Beck Bode LLC’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 | $6.11M | Buy |
+19,158
| New | +$6.11M | 1.03% | 32 |
|
|
2024
Q4 | – | Sell |
-1,940
| Closed | -$526K | – | 111 |
|
|
2024
Q3 | $526K | Buy |
+1,940
| New | +$526K | 0.1% | 91 |
|
|
2023
Q2 | – | Sell |
-6,381
| Closed | -$1.05M | – | 141 |
|
|
2023
Q1 | $1.05M | Buy |
+6,381
| New | +$1.05M | 0.26% | 94 |
|
|
2022
Q4 | – | Sell |
-7,540
| Closed | -$1.02M | – | 204 |
|
|
2022
Q3 | $1.02M | Sell |
7,540
-1,299
| -15% | -$175K | 0.22% | 95 |
|
|
2022
Q2 | $1.23M | Buy |
8,839
+1,452
| +20% | +$201K | 0.26% | 80 |
|
|
2022
Q1 | $1.38M | Buy |
+7,387
| New | +$1.38M | 0.31% | 60 |
|