Bedell Frazier Investment Counselling’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 | $255K | Sell |
800
-1
| -0.1% | -$319 | 0.06% | 100 |
|
|
2025
Q1 | $216K | Buy |
801
+1
| +0.1% | +$269 | 0.05% | 100 |
|
|
2024
Q4 | $237K | Hold |
800
| – | – | 0.06% | 103 |
|
|
2024
Q3 | $217K | Buy |
+800
| New | +$217K | 0.05% | 96 |
|
|
2016
Q1 | – | Sell |
-73,894
| Closed | -$5.14M | – | 46 |
|
|
2015
Q4 | $5.14M | Buy |
73,894
+8,380
| +13% | +$583K | 2.55% | 18 |
|
|
2015
Q3 | $4.86M | Buy |
+65,514
| New | +$4.86M | 2.81% | 17 |
|