Borer Denton & Associates’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857K | Hold |
2,687
| – | – | 0.3% | 41 |
|
|
2025
Q1 | $723K | Sell |
2,687
-50
| -2% | -$13.5K | 0.26% | 43 |
|
|
2024
Q4 | $812K | Sell |
2,737
-50
| -2% | -$14.8K | 0.28% | 42 |
|
|
2024
Q3 | $756K | Buy |
2,787
+125
| +5% | +$33.9K | 0.26% | 42 |
|
|
2024
Q2 | $616K | Sell |
2,662
-1,000
| -27% | -$232K | 0.22% | 44 |
|
|
2024
Q1 | $834K | Buy |
3,662
+135
| +4% | +$30.7K | 0.3% | 39 |
|
|
2023
Q4 | $661K | Buy |
3,527
+464
| +15% | +$86.9K | 0.25% | 40 |
|
|
2023
Q3 | $457K | Buy |
3,063
+11
| +0.4% | +$1.64K | 0.19% | 44 |
|
|
2023
Q2 | $532K | Hold |
3,052
| – | – | 0.21% | 43 |
|
|
2023
Q1 | $503K | Buy |
3,052
+7
| +0.2% | +$1.16K | 0.21% | 43 |
|
|
2022
Q4 | $450K | Hold |
3,045
| – | – | 0.2% | 47 |
|
|
2022
Q3 | $411K | Sell |
3,045
-250
| -8% | -$33.7K | 0.2% | 46 |
|
|
2022
Q2 | $457K | Hold |
3,295
| – | – | 0.22% | 45 |
|
|
2022
Q1 | $616K | Buy |
+3,295
| New | +$616K | 0.26% | 42 |
|