EFMC
Empire Financial Management Company’s American Express AXP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.79M | Sell |
15,025
-11
| -0.1% | -$3.51K | 1.38% | 15 |
|
2025
Q1 | $4.05M | Sell |
15,036
-17
| -0.1% | -$4.57K | 1.25% | 18 |
|
2024
Q4 | $4.47M | Sell |
15,053
-498
| -3% | -$148K | 1.39% | 12 |
|
2024
Q3 | $4.22M | Sell |
15,551
-10
| -0.1% | -$2.71K | 1.3% | 15 |
|
2024
Q2 | $3.6M | Sell |
15,561
-34
| -0.2% | -$7.87K | 1.19% | 16 |
|
2024
Q1 | $3.55M | Buy |
15,595
+182
| +1% | +$41.4K | 1.17% | 17 |
|
2023
Q4 | $2.89M | Buy |
15,413
+325
| +2% | +$60.9K | 1.13% | 22 |
|
2023
Q3 | $2.25M | Sell |
15,088
-1,057
| -7% | -$158K | 0.98% | 27 |
|
2023
Q2 | $2.81M | Sell |
16,145
-1,049
| -6% | -$183K | 1.12% | 26 |
|
2023
Q1 | $2.84M | Buy |
+17,194
| New | +$2.84M | 1.16% | 24 |
|