Benedict Financial Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
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|
2025
Q1 | $3.94M | Sell |
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|
2024
Q4 | $4.45M | Buy |
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|
2024
Q3 | $3.97M | Buy |
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|
2024
Q2 | $3.35M | Sell |
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|
2024
Q1 | $3.3M | Buy |
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|
2023
Q4 | $2.58M | Buy |
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|
2023
Q3 | $2M | Buy |
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|
2023
Q2 | $2.33M | Sell |
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|
2023
Q1 | $2.21M | Buy |
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|
2022
Q4 | $1.98M | Sell |
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|
2022
Q3 | $1.8M | Buy |
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|
2022
Q2 | $1.82M | Sell |
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|
2022
Q1 | $2.46M | Sell |
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|
2021
Q4 | $2.19M | Sell |
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|
2021
Q3 | $2.28M | Sell |
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|
2021
Q2 | $2.31M | Sell |
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|
2021
Q1 | $2M | Buy |
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|
2020
Q4 | $1.55M | Buy |
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|
2020
Q3 | $1.27M | Buy |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | $976K | Buy |
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|
2019
Q4 | $1.28M | Buy |
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|
2019
Q3 | $1.21M | Sell |
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|
2019
Q2 | $1.27M | Buy |
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|
2019
Q1 | $1.12M | Buy |
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|
2018
Q4 | $975K | Sell |
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|
2018
Q3 | $1.11M | Sell |
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|
2018
Q2 | $1.02M | Sell |
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|
2018
Q1 | $974K | Sell |
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|
2017
Q4 | $1.04M | Buy |
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|
2017
Q3 | $935K | Buy |
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|
2017
Q2 | $870K | Buy |
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|
2017
Q1 | $768K | Buy |
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|
2016
Q4 | $544K | Buy |
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|
2016
Q3 | $313K | Buy |
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|
2016
Q2 | $273K | Buy |
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|
2016
Q1 | $276K | Buy |
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|
2015
Q4 | $238K | Buy |
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|
2015
Q3 | $254K | Buy |
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|
2015
Q2 | $263K | Sell |
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|
2015
Q1 | $289K | Buy |
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|
2014
Q4 | $309K | Buy |
|