Brooks Moore & Associates’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
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|
2025
Q1 | $1.06M | Hold |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.13M | Hold |
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|
2024
Q2 | $966K | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $935K | Buy |
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|
2023
Q3 | $679K | Hold |
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|
2023
Q2 | $792K | Hold |
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|
2023
Q1 | $750K | Buy |
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|
2022
Q4 | $645K | Hold |
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|
2022
Q3 | $589K | Hold |
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|
2022
Q2 | $605K | Hold |
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|
2022
Q1 | $816K | Hold |
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|
2021
Q4 | $714K | Hold |
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|
2021
Q3 | $731K | Hold |
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|
2021
Q2 | $721K | Hold |
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|
2021
Q1 | $617K | Sell |
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|
2020
Q4 | $685K | Sell |
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|
2020
Q3 | $678K | Hold |
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|
2020
Q2 | $644K | Buy |
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|
2020
Q1 | $569K | Hold |
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|
2019
Q4 | $828K | Hold |
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|
2019
Q3 | $787K | Hold |
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|
2019
Q2 | $821K | Buy |
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|
2019
Q1 | $672K | Sell |
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|
2018
Q4 | $653K | Buy |
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