EFS
Essex Financial Services’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
4,361
+325
| +8% | +$104K | 0.09% | 196 |
|
|
2025
Q1 | $1.09M | Buy |
4,036
+8
| +0.2% | +$2.15K | 0.08% | 215 |
|
|
2024
Q4 | $1.2M | Buy |
4,028
+124
| +3% | +$36.8K | 0.08% | 203 |
|
|
2024
Q3 | $1.06M | Sell |
3,904
-924
| -19% | -$252K | 0.08% | 227 |
|
|
2024
Q2 | $1.13M | Buy |
4,828
+659
| +16% | +$154K | 0.08% | 213 |
|
|
2024
Q1 | $949K | Buy |
4,169
+249
| +6% | +$56.7K | 0.09% | 217 |
|
|
2023
Q4 | $735K | Buy |
3,920
+104
| +3% | +$19.5K | 0.08% | 239 |
|
|
2023
Q3 | $569K | Buy |
3,816
+28
| +0.7% | +$4.18K | 0.07% | 256 |
|
|
2023
Q2 | $660K | Sell |
3,788
-4,015
| -51% | -$699K | 0.08% | 236 |
|
|
2023
Q1 | $1.29M | Buy |
7,803
+328
| +4% | +$54.1K | 0.14% | 155 |
|
|
2022
Q4 | $1.1M | Buy |
7,475
+162
| +2% | +$23.9K | 0.12% | 166 |
|
|
2022
Q3 | $987K | Sell |
7,313
-482
| -6% | -$65.1K | 0.12% | 165 |
|
|
2022
Q2 | $1.08M | Buy |
7,795
+621
| +9% | +$86.1K | 0.12% | 169 |
|
|
2022
Q1 | $1.34M | Sell |
7,174
-2,930
| -29% | -$548K | 0.13% | 165 |
|
|
2021
Q4 | $1.65M | Buy |
10,104
+42
| +0.4% | +$6.87K | 0.16% | 133 |
|
|
2021
Q3 | $1.69M | Buy |
10,062
+6,499
| +182% | +$1.09M | 0.19% | 124 |
|
|
2021
Q2 | $504K | Hold |
3,563
| – | – | 0.07% | 235 |
|
|
2021
Q1 | $504K | Buy |
3,563
+100
| +3% | +$14.1K | 0.09% | 194 |
|
|
2020
Q4 | $419K | Sell |
3,463
-26
| -0.7% | -$3.15K | 0.08% | 206 |
|
|
2020
Q3 | $349K | Buy |
3,489
+324
| +10% | +$32.4K | 0.09% | 207 |
|
|
2020
Q2 | $301K | Sell |
3,165
-23
| -0.7% | -$2.19K | 0.09% | 190 |
|
|
2020
Q1 | $273K | Sell |
3,188
-2,070
| -39% | -$177K | 0.1% | 189 |
|
|
2019
Q4 | $655K | Sell |
5,258
-102
| -2% | -$12.7K | 0.18% | 124 |
|
|
2019
Q3 | $634K | Buy |
5,360
+21
| +0.4% | +$2.48K | 0.2% | 114 |
|
|
2019
Q2 | $659K | Sell |
5,339
-1,164
| -18% | -$144K | 0.19% | 108 |
|
|
2019
Q1 | $711K | Sell |
6,503
-481
| -7% | -$52.6K | 0.21% | 97 |
|
|
2018
Q4 | $666K | Sell |
6,984
-1,612
| -19% | -$154K | 0.2% | 105 |
|
|
2018
Q3 | $915K | Buy |
8,596
+376
| +5% | +$40K | 0.2% | 103 |
|
|
2018
Q2 | $806K | Sell |
8,220
-628
| -7% | -$61.6K | 0.19% | 107 |
|
|
2018
Q1 | $825K | Buy |
8,848
+578
| +7% | +$53.9K | 0.16% | 137 |
|
|
2017
Q4 | $821K | Sell |
8,270
-910
| -10% | -$90.3K | 0.2% | 106 |
|
|
2017
Q3 | $830K | Sell |
9,180
-155
| -2% | -$14K | 0.2% | 100 |
|
|
2017
Q2 | $786K | Buy |
9,335
+3,022
| +48% | +$254K | 0.17% | 135 |
|
|
2017
Q1 | $499K | Sell |
6,313
-1,290
| -17% | -$102K | 0.11% | 176 |
|
|
2016
Q4 | $563K | Sell |
7,603
-21
| -0.3% | -$1.56K | 0.12% | 160 |
|
|
2016
Q3 | $488K | Sell |
7,624
-1,151
| -13% | -$73.7K | 0.12% | 169 |
|
|
2016
Q2 | $533K | Buy |
8,775
+158
| +2% | +$9.6K | 0.13% | 154 |
|
|
2016
Q1 | $529K | Sell |
8,617
-1,755
| -17% | -$108K | 0.13% | 160 |
|
|
2015
Q4 | $721K | Sell |
10,372
-1,472
| -12% | -$102K | 0.17% | 133 |
|
|
2015
Q3 | $878K | Sell |
11,844
-968
| -8% | -$71.8K | 0.23% | 106 |
|
|
2015
Q2 | $996K | Sell |
12,812
-1,472
| -10% | -$114K | 0.26% | 99 |
|
|
2015
Q1 | $1.12M | Sell |
14,284
-1,323
| -8% | -$103K | 0.29% | 91 |
|
|
2014
Q4 | $1.45M | Buy |
15,607
+1,304
| +9% | +$121K | 0.38% | 69 |
|
|
2014
Q3 | $1.25M | Buy |
14,303
+101
| +0.7% | +$8.84K | 0.37% | 67 |
|
|
2014
Q2 | $1.35M | Sell |
14,202
-25
| -0.2% | -$2.37K | 0.4% | 61 |
|
|
2014
Q1 | $1.28M | Buy |
14,227
+441
| +3% | +$39.7K | 0.42% | 59 |
|
|
2013
Q4 | $1.25M | Sell |
13,786
-1,462
| -10% | -$133K | 0.42% | 59 |
|
|
2013
Q3 | $1.15K | Sell |
15,248
-172
| -1% | -$13 | 0.36% | 55 |
|
|
2013
Q2 | $1.15M | Buy |
+15,420
| New | +$1.15M | 0.4% | 56 |
|