BW
Bison Wealth’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $446K | Sell |
1,501
-2,480
| -62% | -$736K | 0.1% | 175 |
|
|
2024
Q3 | $1.08M | Sell |
3,981
-9,965
| -71% | -$2.7M | 0.17% | 126 |
|
|
2024
Q2 | $3.18M | Hold |
13,946
| – | – | 0.52% | 46 |
|
|
2024
Q1 | $3.18M | Sell |
13,946
-3,219
| -19% | -$733K | 0.52% | 46 |
|
|
2023
Q4 | $3.22M | Sell |
17,165
-3,208
| -16% | -$601K | 0.57% | 37 |
|
|
2023
Q3 | $3.04M | Sell |
20,373
-71
| -0.3% | -$10.6K | 0.59% | 39 |
|
|
2023
Q2 | $3.56M | Buy |
20,444
+416
| +2% | +$72.5K | 0.66% | 35 |
|
|
2023
Q1 | $2.96M | Buy |
20,028
+24
| +0.1% | +$3.55K | 0.92% | 23 |
|
|
2022
Q4 | $3.45M | Sell |
20,004
-301
| -1% | -$52K | 1.1% | 15 |
|
|
2022
Q3 | $2.74M | Buy |
20,305
+476
| +2% | +$64.2K | 1.08% | 15 |
|
|
2022
Q2 | $2.75M | Buy |
19,829
+1
| +0% | +$139 | 1.58% | 10 |
|
|
2022
Q1 | $3.71M | Sell |
19,828
-1,264
| -6% | -$236K | 1.89% | 6 |
|
|
2021
Q4 | $3.45M | Sell |
21,092
-514
| -2% | -$84.1K | 2.01% | 9 |
|
|
2021
Q3 | $3.62M | Sell |
21,606
-248
| -1% | -$41.6K | 1.65% | 10 |
|
|
2021
Q2 | $3.61M | Sell |
21,854
-883
| -4% | -$146K | 1.58% | 10 |
|
|
2021
Q1 | $3.22M | Sell |
22,737
-437
| -2% | -$61.8K | 1.38% | 10 |
|
|
2020
Q4 | $2.8M | Sell |
23,174
-39
| -0.2% | -$4.72K | 1.31% | 11 |
|
|
2020
Q3 | $2.33M | Buy |
23,213
+1,224
| +6% | +$123K | 1.37% | 12 |
|
|
2020
Q2 | $2.09M | Buy |
21,989
+730
| +3% | +$69.5K | 1.32% | 12 |
|
|
2020
Q1 | $1.82M | Sell |
21,259
-830
| -4% | -$71.1K | 1.32% | 13 |
|
|
2019
Q4 | $2.75M | Sell |
22,089
-190
| -0.9% | -$23.7K | 1.32% | 12 |
|
|
2019
Q3 | $2.64M | Buy |
22,279
+70
| +0.3% | +$8.28K | 1.46% | 12 |
|
|
2019
Q2 | $2.74M | Buy |
22,209
+150
| +0.7% | +$18.5K | 1.6% | 11 |
|
|
2019
Q1 | $2.41M | Buy |
22,059
+767
| +4% | +$83.8K | 1.48% | 11 |
|
|
2018
Q4 | $2.03M | Sell |
21,292
-303
| -1% | -$28.9K | 1.47% | 11 |
|
|
2018
Q3 | $2.3M | Buy |
21,595
+639
| +3% | +$68.1K | 1.51% | 11 |
|
|
2018
Q2 | $2.05M | Sell |
20,956
-680
| -3% | -$66.7K | 1.53% | 11 |
|
|
2018
Q1 | $2.02M | Sell |
21,636
-1,904
| -8% | -$178K | 1.54% | 11 |
|
|
2017
Q4 | $2.34M | Sell |
23,540
-71
| -0.3% | -$7.05K | 1.72% | 9 |
|
|
2017
Q3 | $2.14M | Buy |
23,611
+3,088
| +15% | +$279K | 1.71% | 8 |
|
|
2017
Q2 | $1.73M | Sell |
20,523
-4,905
| -19% | -$413K | 1.43% | 10 |
|
|
2017
Q1 | $2.01M | Sell |
25,428
-400
| -2% | -$31.7K | 1.74% | 8 |
|
|
2016
Q4 | $1.91M | Buy |
25,828
+120
| +0.5% | +$8.89K | 1.63% | 10 |
|
|
2016
Q3 | $1.65M | Sell |
25,708
-170
| -0.7% | -$10.9K | 1.39% | 16 |
|
|
2016
Q2 | $1.57M | Buy |
+25,878
| New | +$1.57M | 0.95% | 28 |
|
|
2016
Q1 | – | Sell |
-34,420
| Closed | -$2.38M | – | 196 |
|
|
2015
Q4 | $2.38M | Buy |
34,420
+1,208
| +4% | +$83.6K | 1.36% | 16 |
|
|
2015
Q3 | $2.45M | Buy |
33,212
+963
| +3% | +$71.1K | 1.61% | 11 |
|
|
2015
Q2 | $2.51M | Buy |
32,249
+113
| +0.4% | +$8.78K | 1.46% | 10 |
|
|
2015
Q1 | $2.51M | Sell |
32,136
-272
| -0.8% | -$21.2K | 1.52% | 10 |
|
|
2014
Q4 | $3.02M | Buy |
+32,408
| New | +$3.02M | 2.28% | 4 |
|