BFC
Bedel Financial Consulting’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
4,340
+4
| +0.1% | +$1.28K | 0.19% | 75 |
|
|
2025
Q1 | $1.19M | Buy |
4,336
+3
| +0.1% | +$826 | 0.17% | 79 |
|
|
2024
Q4 | $1.39M | Sell |
4,333
-7
| -0.2% | -$2.24K | 0.19% | 70 |
|
|
2024
Q3 | $1.18M | Buy |
4,340
+5
| +0.1% | +$1.36K | 0.17% | 76 |
|
|
2024
Q2 | $1M | Sell |
4,335
-130
| -3% | -$30.1K | 0.15% | 80 |
|
|
2024
Q1 | $1.02M | Sell |
4,465
-37
| -0.8% | -$8.42K | 0.16% | 75 |
|
|
2023
Q4 | $843K | Sell |
4,502
-273
| -6% | -$51.1K | 0.15% | 84 |
|
|
2023
Q3 | $712K | Sell |
4,775
-403
| -8% | -$60.1K | 0.14% | 83 |
|
|
2023
Q2 | $902K | Sell |
5,178
-1
| -0% | -$174 | 0.19% | 71 |
|
|
2023
Q1 | $854K | Buy |
5,179
+19
| +0.4% | +$3.13K | 0.21% | 72 |
|
|
2022
Q4 | $762K | Buy |
5,160
+227
| +5% | +$33.5K | 0.19% | 72 |
|
|
2022
Q3 | $725K | Buy |
4,933
+156
| +3% | +$22.9K | 0.19% | 73 |
|
|
2022
Q2 | $662K | Sell |
4,777
-169
| -3% | -$23.4K | 0.19% | 70 |
|
|
2022
Q1 | $925K | Sell |
4,946
-66
| -1% | -$12.3K | 0.29% | 51 |
|
|
2021
Q4 | $820K | Buy |
5,012
+77
| +2% | +$12.6K | 0.26% | 60 |
|
|
2021
Q3 | $827K | Buy |
4,935
+6
| +0.1% | +$1.01K | 0.28% | 55 |
|
|
2021
Q2 | $814K | Sell |
4,929
-19
| -0.4% | -$3.14K | 0.28% | 52 |
|
|
2021
Q1 | $700K | Buy |
4,948
+167
| +3% | +$23.6K | 0.27% | 56 |
|
|
2020
Q4 | $578K | Buy |
4,781
+9
| +0.2% | +$1.09K | 0.26% | 59 |
|
|
2020
Q3 | $478K | Sell |
4,772
-27
| -0.6% | -$2.71K | 0.24% | 59 |
|
|
2020
Q2 | $457K | Sell |
4,799
-1,047
| -18% | -$99.7K | 0.25% | 58 |
|
|
2020
Q1 | $500K | Sell |
5,846
-1,159
| -17% | -$99.1K | 0.33% | 46 |
|
|
2019
Q4 | $872K | Buy |
7,005
+3
| +0% | +$373 | 0.49% | 27 |
|
|
2019
Q3 | $828K | Buy |
7,002
+3
| +0% | +$355 | 0.5% | 30 |
|
|
2019
Q2 | $864K | Buy |
6,999
+3
| +0% | +$370 | 0.53% | 31 |
|
|
2019
Q1 | $765K | Buy |
6,996
+3
| +0% | +$328 | 0.49% | 33 |
|
|
2018
Q4 | $667K | Buy |
6,993
+1,285
| +23% | +$123K | 0.48% | 34 |
|
|
2018
Q3 | $595K | Buy |
5,708
+3
| +0.1% | +$313 | 0.4% | 48 |
|
|
2018
Q2 | $559K | Buy |
5,705
+2,296
| +67% | +$225K | 0.41% | 47 |
|
|
2018
Q1 | $318K | Buy |
3,409
+3
| +0.1% | +$280 | 0.24% | 87 |
|
|
2017
Q4 | $338K | Buy |
+3,406
| New | +$338K | 0.3% | 76 |
|