EWM
Empirical Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Buy |
17,444
+2,037
| +13% | +$650K | 0.13% | 123 |
|
|
2025
Q1 | $4.15M | Buy |
15,407
+7,391
| +92% | +$1.99M | 0.11% | 140 |
|
|
2024
Q4 | $2.38M | Sell |
8,016
-144
| -2% | -$42.7K | 0.06% | 172 |
|
|
2024
Q3 | $2.21M | Buy |
8,160
+127
| +2% | +$34.4K | 0.06% | 174 |
|
|
2024
Q2 | $1.86M | Buy |
8,033
+1,331
| +20% | +$308K | 0.06% | 189 |
|
|
2024
Q1 | $1.53M | Buy |
6,702
+2,423
| +57% | +$552K | 0.05% | 209 |
|
|
2023
Q4 | $802K | Buy |
4,279
+192
| +5% | +$36K | 0.03% | 259 |
|
|
2023
Q3 | $610K | Buy |
4,087
+1,112
| +37% | +$166K | 0.02% | 280 |
|
|
2023
Q2 | $518K | Buy |
2,975
+245
| +9% | +$42.7K | 0.02% | 299 |
|
|
2023
Q1 | $450K | Buy |
2,730
+408
| +18% | +$67.3K | 0.02% | 333 |
|
|
2022
Q4 | $343K | Sell |
2,322
-171
| -7% | -$25.3K | 0.02% | 362 |
|
|
2022
Q3 | $336K | Buy |
2,493
+104
| +4% | +$14K | 0.02% | 354 |
|
|
2022
Q2 | $331K | Buy |
2,389
+1,089
| +84% | +$151K | 0.02% | 363 |
|
|
2022
Q1 | $243K | Sell |
1,300
-180
| -12% | -$33.6K | 0.01% | 437 |
|
|
2021
Q4 | $242K | Sell |
1,480
-198
| -12% | -$32.4K | 0.01% | 455 |
|
|
2021
Q3 | $281K | Buy |
1,678
+309
| +23% | +$51.7K | 0.02% | 386 |
|
|
2021
Q2 | $226K | Buy |
+1,369
| New | +$226K | 0.01% | 408 |
|
|
2020
Q4 | – | Sell |
-4,344
| Closed | -$435K | – | 376 |
|
|
2020
Q3 | $435K | Buy |
4,344
+598
| +16% | +$59.9K | 0.04% | 235 |
|
|
2020
Q2 | $357K | Buy |
3,746
+498
| +15% | +$47.5K | 0.03% | 254 |
|
|
2020
Q1 | $278K | Buy |
3,248
+224
| +7% | +$19.2K | 0.03% | 252 |
|
|
2019
Q4 | $376K | Sell |
3,024
-300
| -9% | -$37.3K | 0.04% | 220 |
|
|
2019
Q3 | $393K | Sell |
3,324
-137
| -4% | -$16.2K | 0.05% | 198 |
|
|
2019
Q2 | $427K | Buy |
3,461
+244
| +8% | +$30.1K | 0.06% | 168 |
|
|
2019
Q1 | $352K | Buy |
+3,217
| New | +$352K | 0.05% | 172 |
|
|
2015
Q1 | – | Sell |
-2,421
| Closed | -$225K | – | 100 |
|
|
2014
Q4 | $225K | Buy |
+2,421
| New | +$225K | 0.06% | 96 |
|