BFA
Brendel Financial Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Sell |
13,960
-61
| -0.4% | -$19.5K | 2.49% | 5 |
|
|
2025
Q1 | $3.77M | Hold |
14,021
| – | – | 2.29% | 13 |
|
|
2024
Q4 | $4.16M | Hold |
14,021
| – | – | 2.52% | 6 |
|
|
2024
Q3 | $3.8M | Hold |
14,021
| – | – | 2.16% | 14 |
|
|
2024
Q2 | $3.25M | Hold |
14,021
| – | – | 2.06% | 14 |
|
|
2024
Q1 | $3.19M | Hold |
14,021
| – | – | 3.65% | 9 |
|
|
2023
Q4 | $2.63M | Buy |
+14,021
| New | +$2.63M | 1.72% | 26 |
|
|
2023
Q2 | – | Sell |
-14,064
| Closed | -$2.32M | – | 54 |
|
|
2023
Q1 | $2.32M | Buy |
+14,064
| New | +$2.32M | 1.72% | 24 |
|
|
2022
Q3 | – | Sell |
-15,034
| Closed | -$2.08M | – | 46 |
|
|
2022
Q2 | $2.08M | Buy |
15,034
+43
| +0.3% | +$5.96K | 1.81% | 19 |
|
|
2022
Q1 | $2.8M | Hold |
14,991
| – | – | 1.52% | 24 |
|
|
2021
Q4 | $2.45M | Buy |
+14,991
| New | +$2.45M | 1.27% | 31 |
|
|
2021
Q3 | – | Sell |
-14,100
| Closed | -$2.33M | – | 79 |
|
|
2021
Q2 | $2.33M | Sell |
14,100
-2,700
| -16% | -$446K | 1.28% | 26 |
|
|
2021
Q1 | $2.38M | Hold |
16,800
| – | – | 1.59% | 28 |
|
|
2020
Q4 | $2.03M | Hold |
16,800
| – | – | 1.38% | 29 |
|
|
2020
Q3 | $1.68M | Hold |
16,800
| – | – | 1.35% | 31 |
|
|
2020
Q2 | $1.6M | Hold |
16,800
| – | – | 1.38% | 32 |
|
|
2020
Q1 | $1.44M | Hold |
16,800
| – | – | 1.69% | 26 |
|
|
2019
Q4 | $2.09M | Hold |
16,800
| – | – | 1.78% | 24 |
|
|
2019
Q3 | $1.99M | Hold |
16,800
| – | – | 1.79% | 23 |
|
|
2019
Q2 | $2.07M | Hold |
16,800
| – | – | 2.01% | 20 |
|
|
2019
Q1 | $1.84M | Hold |
16,800
| – | – | 1.65% | 30 |
|
|
2018
Q4 | $1.6M | Buy |
+16,800
| New | +$1.6M | 1.84% | 22 |
|