CFFP
Center for Financial Planning’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Hold |
6,664
| – | – | 0.24% | 36 |
|
|
2025
Q1 | $1.79M | Sell |
6,664
-96
| -1% | -$25.8K | 0.23% | 42 |
|
|
2024
Q4 | $2.01M | Hold |
6,760
| – | – | 0.27% | 32 |
|
|
2024
Q3 | $1.83M | Sell |
6,760
-442
| -6% | -$120K | 0.25% | 36 |
|
|
2024
Q2 | $1.67M | Hold |
7,202
| – | – | 0.24% | 41 |
|
|
2024
Q1 | $1.64M | Buy |
7,202
+360
| +5% | +$82K | 0.25% | 41 |
|
|
2023
Q4 | $1.28M | Sell |
6,842
-1,890
| -22% | -$354K | 0.24% | 42 |
|
|
2023
Q3 | $1.3M | Hold |
8,732
| – | – | 0.28% | 38 |
|
|
2023
Q2 | $1.52M | Hold |
8,732
| – | – | 0.32% | 37 |
|
|
2023
Q1 | $1.44M | Hold |
8,732
| – | – | 0.33% | 38 |
|
|
2022
Q4 | $1.29M | Hold |
8,732
| – | – | 0.31% | 37 |
|
|
2022
Q3 | $1.18M | Sell |
8,732
-10
| -0.1% | -$1.35K | 0.31% | 35 |
|
|
2022
Q2 | $1.21M | Hold |
8,742
| – | – | 0.31% | 34 |
|
|
2022
Q1 | $1.64M | Hold |
8,742
| – | – | 0.34% | 31 |
|
|
2021
Q4 | $1.43M | Buy |
8,742
+10
| +0.1% | +$1.64K | 0.29% | 35 |
|
|
2021
Q3 | $1.46M | Hold |
8,732
| – | – | 0.36% | 31 |
|
|
2021
Q2 | $1.44M | Hold |
8,732
| – | – | 0.36% | 34 |
|
|
2021
Q1 | $1.24M | Hold |
8,732
| – | – | 0.32% | 37 |
|
|
2020
Q4 | $1.06M | Hold |
8,732
| – | – | 0.3% | 37 |
|
|
2020
Q3 | $875K | Hold |
8,732
| – | – | 0.28% | 43 |
|
|
2020
Q2 | $831K | Sell |
8,732
-41
| -0.5% | -$3.9K | 0.29% | 39 |
|
|
2020
Q1 | $751K | Hold |
8,773
| – | – | 0.25% | 44 |
|
|
2019
Q4 | $1.09M | Buy |
+8,773
| New | +$1.09M | 0.27% | 32 |
|