EWM
Evermay Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
4,094
+111
| +3% | +$35.4K | 0.16% | 60 |
|
|
2025
Q1 | $1.07M | Sell |
3,983
-58
| -1% | -$15.6K | 0.14% | 72 |
|
|
2024
Q4 | $1.2M | Hold |
4,041
| – | – | 0.18% | 70 |
|
|
2024
Q3 | $1.1M | Hold |
4,041
| – | – | 0.18% | 76 |
|
|
2024
Q2 | $936K | Hold |
4,041
| – | – | 0.15% | 84 |
|
|
2024
Q1 | $920K | Sell |
4,041
-80
| -2% | -$18.2K | 0.14% | 84 |
|
|
2023
Q4 | $772K | Sell |
4,121
-26
| -0.6% | -$4.87K | 0.14% | 75 |
|
|
2023
Q3 | $619K | Buy |
4,147
+51
| +1% | +$7.61K | 0.13% | 83 |
|
|
2023
Q2 | $714K | Sell |
4,096
-63
| -2% | -$11K | 0.14% | 79 |
|
|
2023
Q1 | $686K | Buy |
4,159
+6
| +0.1% | +$990 | 0.14% | 80 |
|
|
2022
Q4 | $614K | Sell |
4,153
-43
| -1% | -$6.35K | 0.12% | 82 |
|
|
2022
Q3 | $566K | Sell |
4,196
-65
| -2% | -$8.77K | 0.11% | 81 |
|
|
2022
Q2 | $593K | Sell |
4,261
-350
| -8% | -$48.7K | 0.12% | 79 |
|
|
2022
Q1 | $862K | Buy |
4,611
+120
| +3% | +$22.4K | 0.14% | 71 |
|
|
2021
Q4 | $735K | Hold |
4,491
| – | – | 0.13% | 61 |
|
|
2021
Q3 | $752K | Sell |
4,491
-4,100
| -48% | -$687K | 0.15% | 57 |
|
|
2021
Q2 | $1.42M | Sell |
8,591
-240
| -3% | -$39.6K | 0.26% | 33 |
|
|
2021
Q1 | $1.25M | Sell |
8,831
-713
| -7% | -$101K | 0.25% | 40 |
|
|
2020
Q4 | $1.15M | Sell |
9,544
-1,292
| -12% | -$156K | 0.25% | 36 |
|
|
2020
Q3 | $1.09M | Buy |
10,836
+2,280
| +27% | +$229K | 0.27% | 37 |
|
|
2020
Q2 | $815K | Buy |
8,556
+1,990
| +30% | +$190K | 0.21% | 49 |
|
|
2020
Q1 | $562K | Sell |
6,566
-200
| -3% | -$17.1K | 0.17% | 63 |
|
|
2019
Q4 | $842K | Buy |
6,766
+390
| +6% | +$48.5K | 0.21% | 54 |
|
|
2019
Q3 | $754K | Buy |
6,376
+1,320
| +26% | +$156K | 0.21% | 53 |
|
|
2019
Q2 | $624K | Sell |
5,056
-10
| -0.2% | -$1.23K | 0.17% | 61 |
|
|
2019
Q1 | $554K | Sell |
5,066
-100
| -2% | -$10.9K | 0.16% | 64 |
|
|
2018
Q4 | $492K | Buy |
5,166
+1,380
| +36% | +$131K | 0.16% | 63 |
|
|
2018
Q3 | $403K | Hold |
3,786
| – | – | 0.13% | 89 |
|
|
2018
Q2 | $371K | Hold |
3,786
| – | – | 0.12% | 87 |
|
|
2018
Q1 | $353K | Sell |
3,786
-951
| -20% | -$88.7K | 0.12% | 94 |
|
|
2017
Q4 | $470K | Buy |
4,737
+985
| +26% | +$97.7K | 0.17% | 66 |
|
|
2017
Q3 | $339K | Buy |
+3,752
| New | +$339K | 0.15% | 60 |
|