CFGS
Concourse Financial Group Securities’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,434
| Closed | -$4.34M | – | 654 |
|
|
2024
Q4 | $4.34M | Buy |
13,434
+13
| +0.1% | +$4.2K | 0.25% | 95 |
|
|
2024
Q3 | $3.64M | Sell |
13,421
-391
| -3% | -$106K | 0.22% | 110 |
|
|
2024
Q2 | $3.2M | Buy |
13,812
+734
| +6% | +$170K | 0.2% | 115 |
|
|
2024
Q1 | $2.98M | Sell |
13,078
-702
| -5% | -$160K | 0.19% | 118 |
|
|
2023
Q4 | $2.58M | Sell |
13,780
-1,019
| -7% | -$191K | 0.18% | 114 |
|
|
2023
Q3 | $2.21M | Sell |
14,799
-3,291
| -18% | -$491K | 0.17% | 130 |
|
|
2023
Q2 | $3.15M | Buy |
18,090
+1,221
| +7% | +$213K | 0.24% | 93 |
|
|
2023
Q1 | $2.78M | Sell |
16,869
-526
| -3% | -$86.8K | 0.22% | 104 |
|
|
2022
Q4 | $2.57M | Buy |
+17,395
| New | +$2.57M | 0.21% | 110 |
|
|
2022
Q3 | – | Sell |
-16,472
| Closed | -$2.29M | – | 2488 |
|
|
2022
Q2 | $2.29M | Buy |
16,472
+213
| +1% | +$29.6K | 0.19% | 120 |
|
|
2022
Q1 | $3.04M | Buy |
16,259
+1,260
| +8% | +$236K | 0.22% | 100 |
|
|
2021
Q4 | $2.45M | Buy |
14,999
+770
| +5% | +$126K | 0.14% | 138 |
|
|
2021
Q3 | $2.38M | Buy |
14,229
+309
| +2% | +$51.8K | 0.15% | 137 |
|
|
2021
Q2 | $2.3M | Sell |
13,920
-3,504
| -20% | -$579K | 0.14% | 132 |
|
|
2021
Q1 | $2.47M | Sell |
17,424
-782
| -4% | -$111K | 0.17% | 125 |
|
|
2020
Q4 | $2.2M | Buy |
18,206
+1,180
| +7% | +$143K | 0.17% | 128 |
|
|
2020
Q3 | $1.71M | Buy |
17,026
+119
| +0.7% | +$11.9K | 0.15% | 124 |
|
|
2020
Q2 | $1.61M | Buy |
16,907
+3,261
| +24% | +$311K | 0.16% | 118 |
|
|
2020
Q1 | $1.17M | Buy |
+13,646
| New | +$1.17M | 0.13% | 144 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2359 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2059 |
|
|
2019
Q2 | – | Sell |
-11,515
| Closed | -$1.26M | – | 2479 |
|
|
2019
Q1 | $1.26M | Sell |
11,515
-404
| -3% | -$44.1K | 0.13% | 131 |
|
|
2018
Q4 | $1.14M | Buy |
11,919
+4,503
| +61% | +$429K | 0.14% | 140 |
|
|
2018
Q3 | $790K | Buy |
+7,416
| New | +$790K | 0.22% | 99 |
|