BFA
Benedict Financial Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
14,764
+126
| +0.9% | +$40.2K | 1.07% | 33 |
|
|
2025
Q1 | $3.94M | Sell |
14,638
-370
| -2% | -$99.6K | 0.91% | 39 |
|
|
2024
Q4 | $4.45M | Buy |
15,008
+352
| +2% | +$104K | 1.08% | 31 |
|
|
2024
Q3 | $3.97M | Buy |
14,656
+172
| +1% | +$46.6K | 0.94% | 37 |
|
|
2024
Q2 | $3.35M | Sell |
14,484
-24
| -0.2% | -$5.56K | 0.85% | 45 |
|
|
2024
Q1 | $3.3M | Buy |
14,508
+724
| +5% | +$165K | 0.84% | 47 |
|
|
2023
Q4 | $2.58M | Buy |
13,784
+355
| +3% | +$66.5K | 0.7% | 53 |
|
|
2023
Q3 | $2M | Buy |
13,429
+59
| +0.4% | +$8.8K | 0.58% | 65 |
|
|
2023
Q2 | $2.33M | Sell |
13,370
-32
| -0.2% | -$5.57K | 0.64% | 56 |
|
|
2023
Q1 | $2.21M | Buy |
13,402
+27
| +0.2% | +$4.45K | 0.62% | 56 |
|
|
2022
Q4 | $1.98M | Sell |
13,375
-38,620
| -74% | -$5.71M | 0.59% | 57 |
|
|
2022
Q3 | $1.8M | Buy |
51,995
+38,844
| +295% | +$1.35M | 0.58% | 60 |
|
|
2022
Q2 | $1.82M | Sell |
13,151
-10
| -0.1% | -$1.39K | 0.54% | 62 |
|
|
2022
Q1 | $2.46M | Sell |
13,161
-211
| -2% | -$39.5K | 0.66% | 56 |
|
|
2021
Q4 | $2.19M | Sell |
13,372
-263
| -2% | -$43K | 0.57% | 68 |
|
|
2021
Q3 | $2.28M | Sell |
13,635
-331
| -2% | -$55.4K | 0.64% | 60 |
|
|
2021
Q2 | $2.31M | Sell |
13,966
-188
| -1% | -$31.1K | 0.64% | 58 |
|
|
2021
Q1 | $2M | Buy |
14,154
+1,290
| +10% | +$182K | 0.58% | 62 |
|
|
2020
Q4 | $1.56M | Buy |
12,864
+185
| +1% | +$22.4K | 0.56% | 60 |
|
|
2020
Q3 | $1.27M | Buy |
12,679
+389
| +3% | +$39K | 0.49% | 67 |
|
|
2020
Q2 | $1.17M | Buy |
12,290
+895
| +8% | +$85.2K | 0.48% | 66 |
|
|
2020
Q1 | $976K | Buy |
11,395
+1,145
| +11% | +$98.1K | 0.46% | 68 |
|
|
2019
Q4 | $1.28M | Buy |
10,250
+20
| +0.2% | +$2.49K | 0.5% | 68 |
|
|
2019
Q3 | $1.21M | Sell |
10,230
-24
| -0.2% | -$2.84K | 0.5% | 69 |
|
|
2019
Q2 | $1.27M | Buy |
10,254
+11
| +0.1% | +$1.36K | 0.53% | 63 |
|
|
2019
Q1 | $1.12M | Buy |
10,243
+13
| +0.1% | +$1.42K | 0.49% | 66 |
|
|
2018
Q4 | $975K | Sell |
10,230
-156
| -2% | -$14.9K | 0.48% | 68 |
|
|
2018
Q3 | $1.11M | Sell |
10,386
-27
| -0.3% | -$2.88K | 0.5% | 67 |
|
|
2018
Q2 | $1.02M | Sell |
10,413
-32
| -0.3% | -$3.14K | 0.5% | 66 |
|
|
2018
Q1 | $974K | Sell |
10,445
-2
| -0% | -$187 | 0.49% | 67 |
|
|
2017
Q4 | $1.04M | Buy |
10,447
+108
| +1% | +$10.7K | 0.5% | 63 |
|
|
2017
Q3 | $935K | Buy |
10,339
+179
| +2% | +$16.2K | 0.48% | 64 |
|
|
2017
Q2 | $870K | Buy |
10,160
+446
| +5% | +$38.2K | 0.45% | 63 |
|
|
2017
Q1 | $768K | Buy |
9,714
+2,372
| +32% | +$188K | 0.42% | 65 |
|
|
2016
Q4 | $544K | Buy |
7,342
+2,436
| +50% | +$180K | 0.31% | 72 |
|
|
2016
Q3 | $313K | Buy |
4,906
+400
| +9% | +$25.5K | 0.18% | 82 |
|
|
2016
Q2 | $273K | Buy |
4,506
+11
| +0.2% | +$666 | 0.16% | 87 |
|
|
2016
Q1 | $276K | Buy |
4,495
+1,066
| +31% | +$65.5K | 0.17% | 85 |
|
|
2015
Q4 | $238K | Buy |
3,429
+5
| +0.1% | +$347 | 0.15% | 88 |
|
|
2015
Q3 | $254K | Buy |
3,424
+5
| +0.1% | +$371 | 0.18% | 84 |
|
|
2015
Q2 | $263K | Sell |
3,419
-221
| -6% | -$17K | 0.17% | 87 |
|
|
2015
Q1 | $289K | Buy |
3,640
+4
| +0.1% | +$318 | 0.19% | 86 |
|
|
2014
Q4 | $309K | Buy |
+3,636
| New | +$309K | 0.2% | 81 |
|