FM
Family Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Buy |
22,190
+11
| +0% | +$3.51K | 1.06% | 23 |
|
|
2025
Q1 | $5.97M | Sell |
22,179
-12,152
| -35% | -$3.27M | 0.98% | 24 |
|
|
2024
Q4 | $10.2M | Buy |
34,331
+12,152
| +55% | +$3.61M | 1.64% | 16 |
|
|
2024
Q3 | $6.01M | Buy |
22,179
+4
| +0% | +$1.09K | 0.99% | 22 |
|
|
2024
Q2 | $5.13M | Buy |
22,175
+5
| +0% | +$1.16K | 0.9% | 25 |
|
|
2024
Q1 | $5.05M | Hold |
22,170
| – | – | 0.93% | 26 |
|
|
2023
Q4 | $4.15M | Hold |
22,170
| – | – | 0.86% | 26 |
|
|
2023
Q3 | $3.31M | Buy |
22,170
+29
| +0.1% | +$4.33K | 0.75% | 28 |
|
|
2023
Q2 | $3.86M | Hold |
22,141
| – | – | 0.84% | 30 |
|
|
2023
Q1 | $3.65M | Sell |
22,141
-45
| -0.2% | -$7.42K | 0.84% | 30 |
|
|
2022
Q4 | $3.28M | Sell |
22,186
-22
| -0.1% | -$3.25K | 0.8% | 32 |
|
|
2022
Q3 | $3M | Hold |
22,208
| – | – | 0.77% | 33 |
|
|
2022
Q2 | $3.08M | Sell |
22,208
-403
| -2% | -$55.9K | 0.83% | 36 |
|
|
2022
Q1 | $4.23M | Buy |
22,611
+22
| +0.1% | +$4.11K | 1.17% | 25 |
|
|
2021
Q4 | $3.7M | Buy |
22,589
+250
| +1% | +$40.9K | 0.96% | 35 |
|
|
2021
Q3 | $3.74M | Sell |
22,339
-1,422
| -6% | -$238K | 1.03% | 33 |
|
|
2021
Q2 | $3.93M | Buy |
+23,761
| New | +$3.93M | 1.04% | 30 |
|
|
2018
Q2 | – | Sell |
-35,965
| Closed | -$3.36M | – | 77 |
|
|
2018
Q1 | $3.36M | Sell |
35,965
-1,243
| -3% | -$116K | 2.52% | 19 |
|
|
2017
Q4 | $3.7M | Sell |
37,208
-2,017
| -5% | -$200K | 2.58% | 20 |
|
|
2017
Q3 | $3.55M | Buy |
39,225
+50
| +0.1% | +$4.52K | 2.43% | 22 |
|
|
2017
Q2 | $3.3M | Buy |
39,175
+16,530
| +73% | +$1.39M | 2.27% | 24 |
|
|
2017
Q1 | $1.79M | Sell |
22,645
-1,226
| -5% | -$97K | 1.23% | 26 |
|
|
2016
Q4 | $1.77M | Buy |
+23,871
| New | +$1.77M | 1.21% | 28 |
|