B
Bellecapital’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
783
| – | – | 0.04% | 110 |
|
|
2025
Q1 | $211K | Hold |
783
| – | – | 0.04% | 120 |
|
|
2024
Q4 | $232K | Hold |
783
| – | – | 0.04% | 130 |
|
|
2024
Q3 | $212K | Buy |
+783
| New | +$212K | 0.04% | 143 |
|
|
2020
Q2 | – | Sell |
-2,440
| Closed | -$209K | – | 156 |
|
|
2020
Q1 | $209K | Buy |
2,440
+323
| +15% | +$27.7K | 0.13% | 134 |
|
|
2019
Q4 | $264K | Buy |
+2,117
| New | +$264K | 0.14% | 117 |
|