BFEC
Benjamin F. Edwards & Company’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.16M | Buy |
26,607
+145
| +0.5% | +$33.6K | 0.11% | 199 |
|
|
2024
Q1 | $6.03M | Sell |
26,462
-390
| -1% | -$88.8K | 0.11% | 195 |
|
|
2023
Q4 | $5.03M | Buy |
26,852
+3,169
| +13% | +$594K | 0.1% | 201 |
|
|
2023
Q3 | $3.53M | Sell |
23,683
-31
| -0.1% | -$4.63K | 0.14% | 145 |
|
|
2023
Q2 | $4.13M | Sell |
23,714
-110
| -0.5% | -$19.2K | 0.16% | 133 |
|
|
2023
Q1 | $3.93M | Sell |
23,824
-143
| -0.6% | -$23.6K | 0.16% | 132 |
|
|
2022
Q4 | $3.54M | Buy |
23,967
+1,314
| +6% | +$194K | 0.16% | 139 |
|
|
2022
Q3 | $3.06M | Buy |
22,653
+1,052
| +5% | +$142K | 0.15% | 145 |
|
|
2022
Q2 | $2.99M | Sell |
21,601
-301
| -1% | -$41.7K | 0.14% | 153 |
|
|
2022
Q1 | $4.1M | Sell |
21,902
-410
| -2% | -$76.7K | 0.18% | 124 |
|
|
2021
Q4 | $3.65M | Sell |
22,312
-189
| -0.8% | -$30.9K | 0.16% | 144 |
|
|
2021
Q3 | $3.77M | Sell |
22,501
-79
| -0.3% | -$13.2K | 0.19% | 121 |
|
|
2021
Q2 | $3.73M | Buy |
22,580
+283
| +1% | +$46.8K | 0.19% | 130 |
|
|
2021
Q1 | $3.15M | Sell |
22,297
-311
| -1% | -$44K | 0.17% | 143 |
|
|
2020
Q4 | $2.73M | Sell |
22,608
-4,281
| -16% | -$518K | 0.16% | 156 |
|
|
2020
Q3 | $2.7M | Sell |
26,889
-443
| -2% | -$44.4K | 0.18% | 132 |
|
|
2020
Q2 | $2.6M | Sell |
27,332
-1,315
| -5% | -$125K | 0.19% | 131 |
|
|
2020
Q1 | $2.45M | Buy |
28,647
+2,905
| +11% | +$249K | 0.21% | 122 |
|
|
2019
Q4 | $3.21M | Buy |
25,742
+848
| +3% | +$106K | 0.23% | 113 |
|
|
2019
Q3 | $2.94M | Buy |
24,894
+3,686
| +17% | +$436K | 0.23% | 109 |
|
|
2019
Q2 | $2.62M | Buy |
21,208
+3,106
| +17% | +$383K | 0.22% | 112 |
|
|
2019
Q1 | $1.98M | Buy |
18,102
+50
| +0.3% | +$5.47K | 0.18% | 132 |
|
|
2018
Q4 | $1.72M | Sell |
18,052
-907
| -5% | -$86.5K | 0.18% | 136 |
|
|
2018
Q3 | $2.02M | Buy |
18,959
+590
| +3% | +$62.8K | 0.19% | 126 |
|
|
2018
Q2 | $1.8M | Sell |
18,369
-1,598
| -8% | -$157K | 0.18% | 129 |
|
|
2018
Q1 | $1.86M | Buy |
19,967
+1,394
| +8% | +$130K | 0.19% | 122 |
|
|
2017
Q4 | $1.84M | Sell |
18,573
-392
| -2% | -$38.9K | 0.19% | 129 |
|
|
2017
Q3 | $1.72M | Sell |
18,965
-33
| -0.2% | -$2.99K | 0.21% | 113 |
|
|
2017
Q2 | $1.6M | Sell |
18,998
-399
| -2% | -$33.6K | 0.21% | 109 |
|
|
2017
Q1 | $1.53M | Buy |
19,397
+75
| +0.4% | +$5.93K | 0.23% | 105 |
|
|
2016
Q4 | $1.43M | Sell |
19,322
-31
| -0.2% | -$2.3K | 0.23% | 106 |
|
|
2016
Q3 | $1.24M | Buy |
19,353
+229
| +1% | +$14.7K | 0.22% | 104 |
|
|
2016
Q2 | $1.16M | Buy |
19,124
+1,375
| +8% | +$83.5K | 0.23% | 100 |
|
|
2016
Q1 | $1.09M | Buy |
17,749
+6,833
| +63% | +$420K | 0.23% | 100 |
|
|
2015
Q4 | $759K | Buy |
10,916
+1,373
| +14% | +$95.5K | 0.16% | 140 |
|
|
2015
Q3 | $707K | Buy |
9,543
+416
| +5% | +$30.8K | 0.15% | 143 |
|
|
2015
Q2 | $709K | Buy |
9,127
+6,150
| +207% | +$478K | 0.14% | 156 |
|
|
2015
Q1 | $233K | Sell |
2,977
-100
| -3% | -$7.83K | 0.05% | 309 |
|
|
2014
Q4 | $286K | Sell |
3,077
-3,674
| -54% | -$341K | 0.07% | 258 |
|
|
2014
Q3 | $591K | Buy |
6,751
+1,680
| +33% | +$147K | 0.15% | 155 |
|
|
2014
Q2 | $481K | Buy |
5,071
+1,065
| +27% | +$101K | 0.12% | 176 |
|
|
2014
Q1 | $361K | Buy |
4,006
+1,700
| +74% | +$153K | 0.1% | 189 |
|
|
2013
Q4 | $209K | Buy |
2,306
+1,561
| +210% | +$141K | 0.07% | 236 |
|
|
2013
Q3 | $56K | Buy |
745
+370
| +99% | +$27.8K | 0.02% | 385 |
|
|
2013
Q2 | $28K | Buy |
+375
| New | +$28K | 0.01% | 429 |
|