Brooks Moore & Associates’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 | $1.17M | Hold |
3,923
| – | – | 0.63% | 50 |
|
|
2025
Q1 | $1.06M | Hold |
3,923
| – | – | 0.6% | 47 |
|
|
2024
Q4 | $1.16M | Sell |
3,923
-250
| -6% | -$74.2K | 0.69% | 45 |
|
|
2024
Q3 | $1.13M | Hold |
4,173
| – | – | 0.67% | 45 |
|
|
2024
Q2 | $966K | Sell |
4,173
-400
| -9% | -$92.6K | 0.62% | 44 |
|
|
2024
Q1 | $1.04M | Sell |
4,573
-418
| -8% | -$95.2K | 0.67% | 43 |
|
|
2023
Q4 | $935K | Buy |
4,991
+443
| +10% | +$83K | 0.64% | 46 |
|
|
2023
Q3 | $679K | Hold |
4,548
| – | – | 0.51% | 48 |
|
|
2023
Q2 | $792K | Hold |
4,548
| – | – | 0.56% | 48 |
|
|
2023
Q1 | $750K | Buy |
4,548
+184
| +4% | +$30.3K | 0.54% | 52 |
|
|
2022
Q4 | $645K | Hold |
4,364
| – | – | 0.47% | 49 |
|
|
2022
Q3 | $589K | Hold |
4,364
| – | – | 0.48% | 50 |
|
|
2022
Q2 | $605K | Hold |
4,364
| – | – | 0.44% | 53 |
|
|
2022
Q1 | $816K | Hold |
4,364
| – | – | 0.5% | 53 |
|
|
2021
Q4 | $714K | Hold |
4,364
| – | – | 0.42% | 63 |
|
|
2021
Q3 | $731K | Hold |
4,364
| – | – | 0.48% | 56 |
|
|
2021
Q2 | $721K | Hold |
4,364
| – | – | 0.46% | 57 |
|
|
2021
Q1 | $617K | Sell |
4,364
-1,300
| -23% | -$184K | 0.42% | 60 |
|
|
2020
Q4 | $685K | Sell |
5,664
-1,100
| -16% | -$133K | 0.53% | 52 |
|
|
2020
Q3 | $678K | Hold |
6,764
| – | – | 0.58% | 49 |
|
|
2020
Q2 | $644K | Buy |
6,764
+114
| +2% | +$10.9K | 0.6% | 51 |
|
|
2020
Q1 | $569K | Hold |
6,650
| – | – | 0.6% | 53 |
|
|
2019
Q4 | $828K | Hold |
6,650
| – | – | 0.66% | 50 |
|
|
2019
Q3 | $787K | Hold |
6,650
| – | – | 0.66% | 54 |
|
|
2019
Q2 | $821K | Buy |
6,650
+500
| +8% | +$61.7K | 0.71% | 55 |
|
|
2019
Q1 | $672K | Sell |
6,150
-700
| -10% | -$76.5K | 0.61% | 55 |
|
|
2018
Q4 | $653K | Buy |
+6,850
| New | +$653K | 0.66% | 53 |
|