Benjamin Edwards Inc’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.3M | Buy |
29,166
+325
| +1% | +$104K | 0.12% | 180 |
|
|
2025
Q1 | $7.76M | Sell |
28,841
-10,303
| -26% | -$2.77M | 0.11% | 191 |
|
|
2024
Q4 | $11.6M | Buy |
39,144
+1,495
| +4% | +$444K | 0.17% | 144 |
|
|
2024
Q3 | $10.2M | Buy |
37,649
+28,817
| +326% | +$7.82M | 0.15% | 161 |
|
|
2024
Q2 | $2.05M | Sell |
8,832
-1,260
| -12% | -$292K | 0.39% | 66 |
|
|
2024
Q1 | $2.3M | Buy |
10,092
+2,430
| +32% | +$553K | 0.46% | 58 |
|
|
2023
Q4 | $1.44M | Buy |
7,662
+6,794
| +783% | +$1.27M | 0.31% | 93 |
|
|
2023
Q3 | $130K | Buy |
868
+30
| +4% | +$4.49K | 0.03% | 352 |
|
|
2023
Q2 | $146K | Sell |
838
-659
| -44% | -$115K | 0.03% | 325 |
|
|
2023
Q1 | $247K | Sell |
1,497
-278
| -16% | -$45.9K | 0.06% | 244 |
|
|
2022
Q4 | $262K | Buy |
1,775
+232
| +15% | +$34.2K | 0.07% | 235 |
|
|
2022
Q3 | $208K | Buy |
1,543
+337
| +28% | +$45.4K | 0.06% | 249 |
|
|
2022
Q2 | $167K | Buy |
1,206
+131
| +12% | +$18.1K | 0.05% | 272 |
|
|
2022
Q1 | $201K | Buy |
1,075
+44
| +4% | +$8.23K | 0.06% | 280 |
|
|
2021
Q4 | $169K | Buy |
1,031
+332
| +47% | +$54.4K | 0.05% | 281 |
|
|
2021
Q3 | $117K | Buy |
699
+69
| +11% | +$11.5K | 0.07% | 218 |
|
|
2021
Q2 | $104K | Buy |
630
+30
| +5% | +$4.95K | 0.07% | 213 |
|
|
2021
Q1 | $85K | Buy |
600
+81
| +16% | +$11.5K | 0.06% | 214 |
|
|
2020
Q4 | $63K | Buy |
519
+59
| +13% | +$7.16K | 0.05% | 229 |
|
|
2020
Q3 | $46K | Buy |
460
+437
| +1,900% | +$43.7K | 0.04% | 228 |
|
|
2020
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 359 |
|
|
2020
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 350 |
|