Bragg Financial Advisors’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 | $27.3M | Buy |
90,329
+649
| +0.7% | +$218K | 0.86% | 39 |
|
|
2025
Q4 | $33.2M | Sell |
89,680
-1,038
| -1% | -$371K | 1.08% | 18 |
|
|
2025
Q3 | $30.1M | Sell |
90,718
-990
| -1% | -$315K | 1% | 24 |
|
|
2025
Q2 | $29.3M | Buy |
91,708
+804
| +0.9% | +$226K | 1.05% | 21 |
|
|
2025
Q1 | $24.5M | Sell |
90,904
-1,554
| -2% | -$459K | 1.01% | 24 |
|
|
2024
Q4 | $27.4M | Sell |
92,458
-3,277
| -3% | -$941K | 1.11% | 17 |
|
|
2024
Q3 | $26M | Sell |
95,735
-1,598
| -2% | -$398K | 1.07% | 19 |
|
|
2024
Q2 | $22.5M | Sell |
97,333
-3,771
| -4% | -$873K | 1.01% | 25 |
|
|
2024
Q1 | $23M | Sell |
101,104
-1,635
| -2% | -$339K | 1.03% | 24 |
|
|
2023
Q4 | $19.2M | Sell |
102,739
-764
| -0.7% | -$123K | 0.92% | 29 |
|
|
2023
Q3 | $15.4M | Sell |
103,503
-1,146
| -1% | -$187K | 0.82% | 37 |
|
|
2023
Q2 | $18.2M | Sell |
104,649
-214
| -0.2% | -$34.5K | 1% | 20 |
|
|
2023
Q1 | $17.3M | Buy |
104,863
+115
| +0.1% | +$19.1K | 1.02% | 18 |
|
|
2022
Q4 | $15.5M | Buy |
104,748
+448
| +0.4% | +$66.4K | 0.94% | 25 |
|
|
2022
Q3 | $14.1M | Buy |
104,300
+144
| +0.1% | +$21.8K | 0.97% | 22 |
|
|
2022
Q2 | $14.4M | Buy |
104,156
+732
| +0.7% | +$121K | 0.96% | 26 |
|
|
2022
Q1 | $19.3M | Buy |
103,424
+1,298
| +1% | +$234K | 1.13% | 13 |
|
|
2021
Q4 | $17.1M | Hold |
102,126
| – | – | 1.1% | 19 |
|
|
2021
Q3 | $17.1M | Sell |
102,126
-4,966
| -5% | -$830K | 1.1% | 19 |
|
|
2021
Q2 | $17.7M | Buy |
107,092
+780
| +0.7% | +$122K | 1.13% | 17 |
|
|
2021
Q1 | $15M | Buy |
106,312
+20
| +0% | +$2.64K | 1.01% | 27 |
|
|
2020
Q4 | $12.9M | Buy |
106,292
+138
| +0.1% | +$15.3K | 1.12% | 19 |
|
|
2020
Q3 | $10.6M | Buy |
106,154
+1,801
| +2% | +$177K | 1.09% | 29 |
|
|
2020
Q2 | $9.93M | Buy |
104,353
+2,851
| +3% | +$262K | 1.11% | 26 |
|
|
2020
Q1 | $8.69M | Buy |
101,502
+2,778
| +3% | +$323K | 1.17% | 25 |
|
|
2019
Q4 | $12.3M | Buy |
98,724
+1,020
| +1% | +$122K | 1.38% | 10 |
|
|
2019
Q3 | $11.6M | Buy |
97,704
+452
| +0.5% | +$55.4K | 1.41% | 10 |
|
|
2019
Q2 | $12M | Buy |
97,252
+532
| +0.6% | +$62.5K | 1.48% | 8 |
|
|
2019
Q1 | $10.6M | Buy |
96,720
+1,120
| +1% | +$118K | 1.37% | 10 |
|
|
2018
Q4 | $9.11M | Hold |
95,600
| – | – | 1.37% | 10 |
|
|
2018
Q3 | $10.2M | Buy |
95,600
+1,135
| +1% | +$118K | 1.37% | 9 |
|
|
2018
Q2 | $9.26M | Buy |
94,465
+1,499
| +2% | +$147K | 1.32% | 12 |
|
|
2018
Q1 | $8.67M | Buy |
92,966
+1,166
| +1% | +$113K | 1.27% | 11 |
|
|
2017
Q4 | $9.12M | Buy |
91,800
+1,490
| +2% | +$142K | 1.31% | 10 |
|
|
2017
Q3 | $8.17M | Buy |
90,310
+585
| +0.7% | +$50.3K | 1.25% | 10 |
|
|
2017
Q2 | $7.56M | Buy |
89,725
+2,059
| +2% | +$163K | 1.19% | 10 |
|
|
2017
Q1 | $6.93M | Buy |
87,666
+174
| +0.2% | +$13.6K | 1.11% | 15 |
|
|
2016
Q4 | $6.48M | Buy |
87,492
+2,689
| +3% | +$186K | 1.07% | 13 |
|
|
2016
Q3 | $5.43M | Buy |
84,803
+180
| +0.2% | +$11.6K | 0.97% | 21 |
|
|
2016
Q2 | $5.14M | Buy |
84,623
+2,710
| +3% | +$172K | 0.93% | 24 |
|
|
2016
Q1 | $5.03M | Buy |
81,913
+13,620
| +20% | +$792K | 0.97% | 23 |
|
|
2015
Q4 | $4.75M | Buy |
68,293
+2,421
| +4% | +$176K | 1.02% | 23 |
|
|
2015
Q3 | $4.88M | Buy |
65,872
+2,933
| +5% | +$226K | 1.17% | 17 |
|
|
2015
Q2 | $4.89M | Buy |
62,939
+1,535
| +2% | +$122K | 1.12% | 19 |
|
|
2015
Q1 | $4.8M | Buy |
61,404
+1,635
| +3% | +$136K | 1.11% | 20 |
|
|
2014
Q4 | $5.56M | Buy |
59,769
+670
| +1% | +$60.1K | 1.35% | 6 |
|
|
2014
Q3 | $5.17M | Sell |
59,099
-1,285
| -2% | -$116K | 1.31% | 10 |
|
|
2014
Q2 | $5.73M | Sell |
60,384
-462
| -0.8% | -$41.6K | 1.37% | 7 |
|
|
2014
Q1 | $5.48M | Sell |
60,846
-90
| -0.1% | -$8.04K | 1.34% | 8 |
|
|
2013
Q4 | $5.53M | Sell |
60,936
-142
| -0.2% | -$11.7K | 1.34% | 7 |
|
|
2013
Q3 | $4.61M | Buy |
61,078
+463
| +0.8% | +$34.8K | 1.2% | 11 |
|
|
2013
Q2 | $4.53M | Buy |
+60,615
| New | +$4.31M | 1.24% | 11 |
|
Other funds holding AXP
VCM
VPM