BAM
Byrne Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
+3,856
| New | +$1.23M | 0.81% | 35 |
|
|
2025
Q1 | – | Sell |
-4,434
| Closed | -$1.32M | – | 41 |
|
|
2024
Q4 | $1.32M | Sell |
4,434
-156
| -3% | -$46.3K | 0.93% | 30 |
|
|
2024
Q3 | $1.24M | Buy |
+4,590
| New | +$1.24M | 0.85% | 34 |
|
|
2024
Q2 | – | Sell |
-4,753
| Closed | -$1.08M | – | 41 |
|
|
2024
Q1 | $1.08M | Buy |
4,753
+84
| +2% | +$19.1K | 0.75% | 43 |
|
|
2023
Q4 | $873K | Buy |
+4,669
| New | +$873K | 0.67% | 53 |
|
|
2023
Q3 | – | Sell |
-4,399
| Closed | -$766K | – | 59 |
|
|
2023
Q2 | $766K | Buy |
4,399
+99
| +2% | +$17.2K | 0.5% | 71 |
|
|
2023
Q1 | $709K | Sell |
4,300
-541
| -11% | -$89.2K | 0.51% | 71 |
|
|
2022
Q4 | $715K | Buy |
4,841
+222
| +5% | +$32.8K | 0.52% | 71 |
|
|
2022
Q3 | $623K | Buy |
4,619
+415
| +10% | +$56K | 0.48% | 76 |
|
|
2022
Q2 | $583K | Sell |
4,204
-169
| -4% | -$23.4K | 0.43% | 68 |
|
|
2022
Q1 | $818K | Buy |
4,373
+102
| +2% | +$19.1K | 0.51% | 64 |
|
|
2021
Q4 | $699K | Buy |
+4,271
| New | +$699K | 0.45% | 66 |
|