CYG
Clean Yield Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $987K | Hold |
3,095
| – | – | 0.3% | 67 |
|
|
2025
Q1 | $833K | Hold |
3,095
| – | – | 0.27% | 74 |
|
|
2024
Q4 | $919K | Sell |
3,095
-40
| -1% | -$11.9K | 0.29% | 72 |
|
|
2024
Q3 | $850K | Buy |
3,135
+45
| +1% | +$12.2K | 0.27% | 71 |
|
|
2024
Q2 | $715K | Buy |
3,090
+58
| +2% | +$13.4K | 0.27% | 67 |
|
|
2024
Q1 | $690K | Sell |
3,032
-100
| -3% | -$22.8K | 0.27% | 68 |
|
|
2023
Q4 | $587K | Hold |
3,132
| – | – | 0.25% | 67 |
|
|
2023
Q3 | $475K | Hold |
3,132
| – | – | 0.21% | 79 |
|
|
2023
Q2 | $546K | Hold |
3,132
| – | – | 0.22% | 73 |
|
|
2023
Q1 | $517K | Hold |
3,132
| – | – | 0.22% | 78 |
|
|
2022
Q4 | $463K | Sell |
3,132
-35
| -1% | -$5.17K | 0.2% | 85 |
|
|
2022
Q3 | $427K | Buy |
3,167
+35
| +1% | +$4.72K | 0.2% | 86 |
|
|
2022
Q2 | $434K | Sell |
3,132
-100
| -3% | -$13.9K | 0.18% | 86 |
|
|
2022
Q1 | $604K | Hold |
3,232
| – | – | 0.21% | 83 |
|
|
2021
Q4 | $529K | Hold |
3,232
| – | – | 0.17% | 90 |
|
|
2021
Q3 | $541K | Hold |
3,232
| – | – | 0.18% | 87 |
|
|
2021
Q2 | $534K | Hold |
3,232
| – | – | 0.18% | 81 |
|
|
2021
Q1 | $457K | Sell |
3,232
-30
| -0.9% | -$4.24K | 0.17% | 86 |
|
|
2020
Q4 | $394K | Sell |
3,262
-9
| -0.3% | -$1.09K | 0.14% | 89 |
|
|
2020
Q3 | $328K | Buy |
3,271
+9
| +0.3% | +$902 | 0.13% | 96 |
|
|
2020
Q2 | $311K | Sell |
3,262
-318
| -9% | -$30.3K | 0.13% | 93 |
|
|
2020
Q1 | $306K | Buy |
3,580
+18
| +0.5% | +$1.54K | 0.15% | 89 |
|
|
2019
Q4 | $443K | Sell |
3,562
-200
| -5% | -$24.9K | 0.14% | 95 |
|
|
2019
Q3 | $445K | Buy |
3,762
+1,600
| +74% | +$189K | 0.15% | 90 |
|
|
2019
Q2 | $267K | Sell |
2,162
-50
| -2% | -$6.18K | 0.1% | 116 |
|
|
2019
Q1 | $242K | Hold |
2,212
| – | – | 0.1% | 121 |
|
|
2018
Q4 | $211K | Hold |
2,212
| – | – | 0.09% | 126 |
|
|
2018
Q3 | $236K | Hold |
2,212
| – | – | 0.09% | 125 |
|
|
2018
Q2 | $217K | Hold |
2,212
| – | – | 0.09% | 125 |
|
|
2018
Q1 | $206K | Hold |
2,212
| – | – | 0.09% | 129 |
|
|
2017
Q4 | $220K | Hold |
2,212
| – | – | 0.09% | 126 |
|
|
2017
Q3 | $200K | Buy |
+2,212
| New | +$200K | 0.08% | 131 |
|
|
2017
Q2 | – | Sell |
-2,212
| Closed | -$175K | – | 146 |
|
|
2017
Q1 | $175K | Buy |
+2,212
| New | +$175K | 0.07% | 132 |
|
|
2016
Q4 | – | Sell |
-2,453
| Closed | -$157K | – | 142 |
|
|
2016
Q3 | $157K | Buy |
2,453
+91
| +4% | +$5.82K | 0.07% | 135 |
|
|
2016
Q2 | $144K | Hold |
2,362
| – | – | 0.06% | 135 |
|
|
2016
Q1 | $148K | Buy |
+2,362
| New | +$148K | 0.07% | 133 |
|
|
2015
Q4 | – | Sell |
-3,012
| Closed | -$224K | – | 125 |
|
|
2015
Q3 | $224K | Sell |
3,012
-1,295
| -30% | -$96.3K | 0.11% | 119 |
|
|
2015
Q2 | $335K | Hold |
4,307
| – | – | 0.15% | 103 |
|
|
2015
Q1 | $336K | Buy |
4,307
+172
| +4% | +$13.4K | 0.14% | 96 |
|
|
2014
Q4 | $385K | Hold |
4,135
| – | – | 0.17% | 98 |
|
|
2014
Q3 | $362K | Hold |
4,135
| – | – | 0.17% | 96 |
|
|
2014
Q2 | $392K | Buy |
4,135
+1,000
| +32% | +$94.8K | 0.19% | 97 |
|
|
2014
Q1 | $282K | Sell |
3,135
-479
| -13% | -$43.1K | 0.15% | 104 |
|
|
2013
Q4 | $328K | Hold |
3,614
| – | – | 0.18% | 99 |
|
|
2013
Q3 | $273K | Hold |
3,614
| – | – | 0.15% | 100 |
|
|
2013
Q2 | $270K | Buy |
+3,614
| New | +$270K | 0.15% | 96 |
|