BCM
Blume Capital Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Buy |
1,965
+2
| +0.1% | +$638 | 0.13% | 76 |
|
|
2025
Q1 | $528K | Sell |
1,963
-86
| -4% | -$23.1K | 0.12% | 74 |
|
|
2024
Q4 | $608K | Sell |
2,049
-35
| -2% | -$10.4K | 0.14% | 68 |
|
|
2024
Q3 | $565K | Hold |
2,084
| – | – | 0.13% | 69 |
|
|
2024
Q2 | $483K | Hold |
2,084
| – | – | 0.12% | 68 |
|
|
2024
Q1 | $475K | Sell |
2,084
-15
| -0.7% | -$3.42K | 0.11% | 66 |
|
|
2023
Q4 | $393K | Sell |
2,099
-13
| -0.6% | -$2.44K | 0.1% | 66 |
|
|
2023
Q3 | $315K | Hold |
2,112
| – | – | 0.09% | 71 |
|
|
2023
Q2 | $368K | Buy |
2,112
+63
| +3% | +$11K | 0.11% | 66 |
|
|
2023
Q1 | $338K | Buy |
2,049
+386
| +23% | +$63.7K | 0.11% | 66 |
|
|
2022
Q4 | $246K | Sell |
1,663
-300
| -15% | -$44.3K | 0.08% | 81 |
|
|
2022
Q3 | $265K | Sell |
1,963
-183
| -9% | -$24.7K | 0.1% | 71 |
|
|
2022
Q2 | $297K | Buy |
2,146
+483
| +29% | +$66.8K | 0.12% | 64 |
|
|
2022
Q1 | $311K | Hold |
1,663
| – | – | 0.1% | 65 |
|
|
2021
Q4 | $272K | Hold |
1,663
| – | – | 0.09% | 79 |
|
|
2021
Q3 | $279K | Hold |
1,663
| – | – | 0.1% | 70 |
|
|
2021
Q2 | $275K | Hold |
1,663
| – | – | 0.1% | 71 |
|
|
2021
Q1 | $235K | Buy |
1,663
+163
| +11% | +$23K | 0.09% | 72 |
|
|
2020
Q4 | $181K | Hold |
1,500
| – | – | 0.08% | 71 |
|
|
2020
Q3 | $150K | Hold |
1,500
| – | – | 0.08% | 77 |
|
|
2020
Q2 | $143K | Hold |
1,500
| – | – | 0.08% | 74 |
|
|
2020
Q1 | $128K | Hold |
1,500
| – | – | 0.08% | 70 |
|
|
2019
Q4 | $186K | Hold |
1,500
| – | – | 0.09% | 70 |
|
|
2019
Q3 | $177K | Hold |
1,500
| – | – | 0.09% | 71 |
|
|
2019
Q2 | $185K | Sell |
1,500
-124
| -8% | -$15.3K | 0.09% | 68 |
|
|
2019
Q1 | $178K | Buy |
1,624
+124
| +8% | +$13.6K | 0.09% | 72 |
|
|
2018
Q4 | $143K | Hold |
1,500
| – | – | 0.08% | 81 |
|
|
2018
Q3 | $160K | Hold |
1,500
| – | – | 0.08% | 66 |
|
|
2018
Q2 | $147K | Hold |
1,500
| – | – | 0.08% | 68 |
|
|
2018
Q1 | $139K | Hold |
1,500
| – | – | 0.08% | 74 |
|
|
2017
Q4 | $149K | Hold |
1,500
| – | – | 0.08% | 73 |
|
|
2017
Q3 | $136K | Hold |
1,500
| – | – | 0.07% | 71 |
|
|
2017
Q2 | $126K | Hold |
1,500
| – | – | 0.07% | 66 |
|
|
2017
Q1 | $119K | Hold |
1,500
| – | – | 0.07% | 65 |
|
|
2016
Q4 | $111K | Sell |
1,500
-233
| -13% | -$17.2K | 0.07% | 68 |
|
|
2016
Q3 | $111K | Hold |
1,733
| – | – | 0.07% | 64 |
|
|
2016
Q2 | $105K | Buy |
1,733
+233
| +16% | +$14.1K | 0.07% | 68 |
|
|
2016
Q1 | $92K | Hold |
1,500
| – | – | 0.06% | 71 |
|
|
2015
Q4 | $104K | Hold |
1,500
| – | – | 0.07% | 74 |
|
|
2015
Q3 | $111K | Hold |
1,500
| – | – | 0.09% | 57 |
|
|
2015
Q2 | $117K | Sell |
1,500
-1,113
| -43% | -$86.8K | 0.09% | 59 |
|
|
2015
Q1 | $204K | Buy |
2,613
+400
| +18% | +$31.2K | 0.14% | 50 |
|
|
2014
Q4 | $206K | Buy |
2,213
+713
| +48% | +$66.4K | 0.15% | 57 |
|
|
2014
Q3 | $131K | Hold |
1,500
| – | – | 0.1% | 56 |
|
|
2014
Q2 | $142K | Hold |
1,500
| – | – | 0.11% | 57 |
|
|
2014
Q1 | $135K | Hold |
1,500
| – | – | 0.11% | 61 |
|
|
2013
Q4 | $136K | Buy |
+1,500
| New | +$136K | 0.11% | 56 |
|