BSAM
Blue Square Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Hold |
1,240
| – | – | 0.19% | 52 |
|
|
2025
Q1 | $334K | Hold |
1,240
| – | – | 0.18% | 49 |
|
|
2024
Q4 | $368K | Hold |
1,240
| – | – | 0.18% | 53 |
|
|
2024
Q3 | $336K | Hold |
1,240
| – | – | 0.18% | 57 |
|
|
2024
Q2 | $287K | Hold |
1,240
| – | – | 0.17% | 61 |
|
|
2024
Q1 | $282K | Hold |
1,240
| – | – | 0.19% | 62 |
|
|
2023
Q4 | $232K | Buy |
+1,240
| New | +$232K | 0.15% | 73 |
|
|
2023
Q3 | – | Sell |
-1,240
| Closed | -$216K | – | 75 |
|
|
2023
Q2 | $216K | Hold |
1,240
| – | – | 0.15% | 81 |
|
|
2023
Q1 | $205K | Buy |
+1,240
| New | +$205K | 0.13% | 76 |
|
|
2022
Q2 | – | Sell |
-1,240
| Closed | -$232K | – | 49 |
|
|
2022
Q1 | $232K | Hold |
1,240
| – | – | 0.19% | 59 |
|
|
2021
Q4 | $203K | Hold |
1,240
| – | – | 0.13% | 80 |
|
|
2021
Q3 | $208K | Hold |
1,240
| – | – | 0.13% | 80 |
|
|
2021
Q2 | $205K | Buy |
+1,240
| New | +$205K | 0.13% | 79 |
|
|
2020
Q3 | – | Sell |
-1,240
| Closed | -$118K | – | 88 |
|
|
2020
Q2 | $118K | Buy |
+1,240
| New | +$118K | 0.08% | 89 |
|