Brighton Jones LLC’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 | $3.73M | Sell |
11,697
-413
| -3% | -$132K | 0.1% | 122 |
|
|
2025
Q1 | $3.26M | Buy |
12,110
+5,629
| +87% | +$1.51M | 0.1% | 114 |
|
|
2024
Q4 | $1.92M | Buy |
6,481
+1,273
| +24% | +$378K | 0.06% | 170 |
|
|
2024
Q3 | $1.41M | Sell |
5,208
-93
| -2% | -$25.2K | 0.05% | 177 |
|
|
2024
Q2 | $1.23M | Buy |
5,301
+297
| +6% | +$68.8K | 0.04% | 201 |
|
|
2024
Q1 | $1.14M | Buy |
5,004
+258
| +5% | +$58.7K | 0.04% | 206 |
|
|
2023
Q4 | $889K | Buy |
4,746
+491
| +12% | +$92K | 0.04% | 227 |
|
|
2023
Q3 | $635K | Buy |
4,255
+61
| +1% | +$9.1K | 0.03% | 245 |
|
|
2023
Q2 | $731K | Buy |
4,194
+794
| +23% | +$138K | 0.04% | 236 |
|
|
2023
Q1 | $561K | Sell |
3,400
-32
| -0.9% | -$5.28K | 0.03% | 261 |
|
|
2022
Q4 | $507K | Sell |
3,432
-1,533
| -31% | -$227K | 0.03% | 245 |
|
|
2022
Q3 | $670K | Sell |
4,965
-366
| -7% | -$49.4K | 0.04% | 201 |
|
|
2022
Q2 | $739K | Sell |
5,331
-32
| -0.6% | -$4.44K | 0.04% | 187 |
|
|
2022
Q1 | $1M | Buy |
5,363
+302
| +6% | +$56.5K | 0.05% | 176 |
|
|
2021
Q4 | $828K | Buy |
5,061
+428
| +9% | +$70K | 0.04% | 198 |
|
|
2021
Q3 | $776K | Buy |
4,633
+406
| +10% | +$68K | 0.04% | 187 |
|
|
2021
Q2 | $698K | Sell |
4,227
-1,065
| -20% | -$176K | 0.04% | 207 |
|
|
2021
Q1 | $748K | Buy |
5,292
+1,745
| +49% | +$247K | 0.04% | 184 |
|
|
2020
Q4 | $429K | Buy |
3,547
+8
| +0.2% | +$968 | 0.03% | 233 |
|
|
2020
Q3 | $355K | Buy |
3,539
+483
| +16% | +$48.5K | 0.02% | 231 |
|
|
2020
Q2 | $291K | Sell |
3,056
-1,136
| -27% | -$108K | 0.02% | 227 |
|
|
2020
Q1 | $359K | Sell |
4,192
-232
| -5% | -$19.9K | 0.04% | 189 |
|
|
2019
Q4 | $551K | Sell |
4,424
-345
| -7% | -$43K | 0.06% | 168 |
|
|
2019
Q3 | $564K | Sell |
4,769
-219
| -4% | -$25.9K | 0.07% | 158 |
|
|
2019
Q2 | $616K | Buy |
4,988
+512
| +11% | +$63.2K | 0.07% | 145 |
|
|
2019
Q1 | $489K | Sell |
4,476
-224
| -5% | -$24.5K | 0.06% | 173 |
|
|
2018
Q4 | $448K | Sell |
4,700
-8
| -0.2% | -$763 | 0.06% | 157 |
|
|
2018
Q3 | $501K | Buy |
4,708
+780
| +20% | +$83K | 0.06% | 155 |
|
|
2018
Q2 | $385K | Sell |
3,928
-246
| -6% | -$24.1K | 0.05% | 203 |
|
|
2018
Q1 | $389K | Sell |
4,174
-456
| -10% | -$42.5K | 0.05% | 185 |
|
|
2017
Q4 | $460K | Buy |
+4,630
| New | +$460K | 0.06% | 160 |
|
|
2017
Q2 | – | Sell |
-4,873
| Closed | -$385K | – | 278 |
|
|
2017
Q1 | $385K | Buy |
+4,873
| New | +$385K | 0.09% | 68 |
|
|
2016
Q4 | – | Sell |
-3,970
| Closed | -$254K | – | 114 |
|
|
2016
Q3 | $254K | Sell |
3,970
-45
| -1% | -$2.88K | 0.04% | 197 |
|
|
2016
Q2 | $244K | Sell |
4,015
-786
| -16% | -$47.8K | 0.04% | 172 |
|
|
2016
Q1 | $295K | Sell |
4,801
-311
| -6% | -$19.1K | 0.05% | 160 |
|
|
2015
Q4 | $356K | Buy |
5,112
+168
| +3% | +$11.7K | 0.07% | 135 |
|
|
2015
Q3 | $367K | Sell |
4,944
-64
| -1% | -$4.75K | 0.08% | 125 |
|
|
2015
Q2 | $389K | Sell |
5,008
-183
| -4% | -$14.2K | 0.09% | 113 |
|
|
2015
Q1 | $406K | Sell |
5,191
-249
| -5% | -$19.5K | 0.09% | 112 |
|
|
2014
Q4 | $506K | Buy |
5,440
+370
| +7% | +$34.4K | 0.12% | 100 |
|
|
2014
Q3 | $444K | Sell |
5,070
-95
| -2% | -$8.32K | 0.1% | 113 |
|
|
2014
Q2 | $490K | Buy |
5,165
+76
| +1% | +$7.21K | 0.11% | 101 |
|
|
2014
Q1 | $458K | Sell |
5,089
-135
| -3% | -$12.2K | 0.11% | 102 |
|
|
2013
Q4 | $474K | Buy |
5,224
+2,036
| +64% | +$185K | 0.11% | 98 |
|
|
2013
Q3 | $241K | Buy |
+3,188
| New | +$241K | 0.06% | 133 |
|