Burney Company’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
Q3 | $257K | Sell |
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|
2025
Q2 | $499K | Sell |
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|
2025
Q1 | $454K | Buy |
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|
2024
Q4 | $497K | Hold |
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|
2024
Q3 | $455K | Hold |
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|
2024
Q2 | $388K | Buy |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $547K | Buy |
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|
2023
Q1 | $511K | Sell |
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|
2022
Q4 | $472K | Sell |
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|
2022
Q3 | $643K | Sell |
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|
2022
Q2 | $826K | Sell |
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|
2022
Q1 | $2.35M | Sell |
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|
2021
Q4 | $2.42M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $257K | Sell |
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|
2019
Q3 | $247K | Sell |
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|
2019
Q2 | $373K | Sell |
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|
2019
Q1 | $544K | Sell |
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|
2018
Q4 | $789K | Sell |
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|
2018
Q3 | $912K | Sell |
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|
2018
Q2 | $913K | Sell |
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|
2018
Q1 | $928K | Sell |
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|
2017
Q4 | $1.06M | Sell |
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|
2017
Q3 | $980K | Sell |
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|
2017
Q2 | $1.33M | Sell |
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|
2017
Q1 | $1.3M | Buy |
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|
2016
Q4 | $1.15M | Buy |
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|
2016
Q3 | $778K | Sell |
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|
2016
Q2 | $770K | Buy |
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|
2016
Q1 | $504K | Buy |
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|
2015
Q4 | $346K | Buy |
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|
2015
Q3 | $345K | Sell |
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|
2015
Q2 | $365K | Sell |
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|
2015
Q1 | $1.02M | Sell |
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|
2014
Q4 | $1.29M | Sell |
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|
2014
Q3 | $1.36M | Buy |
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|
2014
Q2 | $1.45M | Buy |
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|
2014
Q1 | $1.3M | Sell |
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|
2013
Q4 | $1.47M | Sell |
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|
2013
Q3 | $1.24M | Buy |
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|
2013
Q2 | $1.21M | Buy |
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