BA
Bellwether Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
941
+62
| +7% | +$19.8K | 0.05% | 104 |
|
|
2025
Q1 | $236K | Hold |
879
| – | – | 0.05% | 113 |
|
|
2024
Q4 | $261K | Hold |
879
| – | – | 0.05% | 116 |
|
|
2024
Q3 | $238K | Buy |
+879
| New | +$238K | 0.05% | 108 |
|
|
2023
Q2 | – | Sell |
-814
| Closed | -$134K | – | 115 |
|
|
2023
Q1 | $134K | Hold |
814
| – | – | 0.04% | 144 |
|
|
2022
Q4 | $120K | Sell |
814
-2,651
| -77% | -$392K | 0.03% | 147 |
|
|
2022
Q3 | $467K | Sell |
3,465
-258
| -7% | -$34.8K | 0.15% | 73 |
|
|
2022
Q2 | $516K | Buy |
3,723
+2,857
| +330% | +$396K | 0.17% | 79 |
|
|
2022
Q1 | $161K | Hold |
866
| – | – | 0.05% | 142 |
|
|
2021
Q4 | $141K | Hold |
866
| – | – | 0.04% | 136 |
|
|
2021
Q3 | $145K | Hold |
866
| – | – | 0.05% | 158 |
|
|
2021
Q2 | $143K | Hold |
866
| – | – | 0.05% | 139 |
|
|
2021
Q1 | $124K | Sell |
866
-22,222
| -96% | -$3.18M | 0.05% | 129 |
|
|
2020
Q4 | $2.79M | Buy |
+23,088
| New | +$2.79M | 1.23% | 24 |
|