BCB
Brian C. Broderick’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
5,868
+3,411
| +139% | +$1.09M | 0.37% | 45 |
|
|
2025
Q1 | $661K | Buy |
+2,457
| New | +$661K | 0.13% | 60 |
|
|
2017
Q4 | – | Sell |
-3,275
| Closed | -$296K | – | 93 |
|
|
2017
Q3 | $296K | Sell |
3,275
-725
| -18% | -$65.5K | 0.11% | 83 |
|
|
2017
Q2 | $337K | Sell |
4,000
-300
| -7% | -$25.3K | 0.12% | 80 |
|
|
2017
Q1 | $340K | Sell |
4,300
-500
| -10% | -$39.5K | 0.14% | 77 |
|
|
2016
Q4 | $356K | Sell |
4,800
-100
| -2% | -$7.42K | 0.15% | 78 |
|
|
2016
Q3 | $313K | Sell |
4,900
-220
| -4% | -$14.1K | 0.13% | 85 |
|
|
2016
Q2 | $311K | Hold |
5,120
| – | – | 0.13% | 85 |
|
|
2016
Q1 | $314K | Buy |
5,120
+1,200
| +31% | +$73.6K | 0.14% | 86 |
|
|
2015
Q4 | $273K | Buy |
3,920
+2,900
| +284% | +$202K | 0.12% | 86 |
|
|
2015
Q3 | $76K | Buy |
+1,020
| New | +$76K | 0.04% | 94 |
|