Bristlecone Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
1,051
-25
| -2% | -$7.98K | 0.03% | 180 |
|
|
2025
Q1 | $289K | Hold |
1,076
| – | – | 0.02% | 238 |
|
|
2024
Q4 | $319K | Hold |
1,076
| – | – | 0.02% | 235 |
|
|
2024
Q3 | $292K | Hold |
1,076
| – | – | 0.02% | 243 |
|
|
2024
Q2 | $249K | Hold |
1,076
| – | – | 0.02% | 250 |
|
|
2024
Q1 | $245K | Hold |
1,076
| – | – | 0.02% | 256 |
|
|
2023
Q4 | $202K | Buy |
+1,076
| New | +$202K | 0.02% | 266 |
|
|
2020
Q1 | – | Sell |
-2,318
| Closed | -$289K | – | 154 |
|
|
2019
Q4 | $289K | Buy |
+2,318
| New | +$289K | 0.06% | 168 |
|
|
2019
Q3 | – | Sell |
-2,318
| Closed | -$286K | – | 142 |
|
|
2019
Q2 | $286K | Buy |
+2,318
| New | +$286K | 0.07% | 152 |
|
|
2017
Q4 | – | Sell |
-301
| Closed | -$27K | – | 159 |
|
|
2017
Q3 | $27K | Buy |
+301
| New | +$27K | 0.01% | 231 |
|