Bond & Devick Financial Network’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.25M	Hold	4,120	–	–	0.35%	42
2025 Q4	$1.52M	Sell	4,120 -50	-1%	-$17.9K	0.43%	33
2025 Q3	$1.39M	Buy	4,170 +46	+1%	+$14.6K	0.42%	34
2025 Q2	$1.32M	Hold	4,124	–	–	0.44%	34
2025 Q1	$1.11M	Sell	4,124 -250	-6%	-$73.9K	0.4%	37
2024 Q4	$1.19M	Hold	4,374	–	–	0.51%	35
2024 Q3	$1.19M	Buy	4,374 +20	+0.5%	+$4.98K	0.51%	35
2024 Q2	$1.01M	Hold	4,354	–	–	0.54%	34
2024 Q1	$991K	Hold	4,354	–	–	0.54%	36
2023 Q4	$816K	Buy	4,354 +150	+4%	+$24.1K	0.46%	41
2023 Q3	$627K	Sell	4,204 -115	-3%	-$18.8K	0.4%	49
2023 Q2	$752K	Hold	4,319	–	–	0.47%	46
2023 Q1	$712K	Buy	4,319 +200	+5%	+$33.2K	0.45%	47
2022 Q4	$609K	Hold	4,119	–	–	0.43%	49
2022 Q3	$556K	Hold	4,119	–	–	0.46%	47
2022 Q2	$571K	Hold	4,119	–	–	0.5%	51
2022 Q1	$770K	Hold	4,119	–	–	0.62%	42
2021 Q4	$674K	Hold	4,119	–	–	0.51%	46
2021 Q3	$690K	Sell	4,119 -100	-2%	-$16.7K	0.57%	44
2021 Q2	$697K	Sell	4,219 -100	-2%	-$15.7K	0.57%	45
2021 Q1	$611K	Sell	4,319 -30	-0.7%	-$3.96K	0.57%	46
2020 Q4	$526K	Buy	+4,349	New	+$482K	0.6%	47