BCFD
Boit C.F. David’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.6K | Hold |
1,525
| – | – | 0.02% | 109 |
|
|
2025
Q1 | $410K | Hold |
1,525
| – | – | 0.21% | 68 |
|
|
2024
Q4 | $453K | Hold |
1,525
| – | – | 0.18% | 67 |
|
|
2024
Q3 | $413K | Hold |
1,525
| – | – | 0.2% | 68 |
|
|
2024
Q2 | $353K | Hold |
1,525
| – | – | 0.18% | 69 |
|
|
2024
Q1 | $353K | Hold |
1,525
| – | – | 0.19% | 68 |
|
|
2023
Q4 | $284K | Buy |
1,525
+1,125
| +281% | +$210K | 0.16% | 75 |
|
|
2023
Q3 | $59.8K | Hold |
400
| – | – | 0.04% | 88 |
|
|
2023
Q2 | $69.7K | Hold |
400
| – | – | 0.05% | 92 |
|
|
2023
Q1 | $66K | Hold |
400
| – | – | 0.05% | 92 |
|
|
2022
Q4 | $59.1K | Hold |
400
| – | – | 0.04% | 90 |
|
|
2022
Q3 | $54K | Buy |
+400
| New | +$54K | 0.04% | 89 |
|
|
2022
Q1 | $75K | Hold |
400
| – | – | 0.05% | 90 |
|
|
2021
Q4 | $65K | Hold |
400
| – | – | 0.04% | 97 |
|
|
2021
Q3 | $70K | Hold |
400
| – | – | 0.05% | 97 |
|
|
2021
Q2 | $66K | Buy |
+400
| New | +$66K | 0.05% | 85 |
|