FANJ
Financial Architects (New Jersey)’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $320K | Hold |
1,835
| – | – | 0.05% | 251 |
|
|
2023
Q1 | $303K | Sell |
1,835
-64
| -3% | -$10.6K | 0.05% | 257 |
|
|
2022
Q4 | $281K | Buy |
1,899
+336
| +21% | +$49.6K | 0.05% | 272 |
|
|
2022
Q3 | $211K | Buy |
1,563
+2
| +0.1% | +$270 | 0.04% | 298 |
|
|
2022
Q2 | $216K | Buy |
1,561
+35
| +2% | +$4.84K | 0.27% | 53 |
|
|
2022
Q1 | $285K | Sell |
1,526
-50
| -3% | -$9.34K | 0.04% | 271 |
|
|
2021
Q4 | $258K | Sell |
1,576
-48
| -3% | -$7.86K | 0.03% | 292 |
|
|
2021
Q3 | $272K | Sell |
1,624
-852
| -34% | -$143K | 0.04% | 275 |
|
|
2021
Q2 | $409K | Hold |
2,476
| – | – | 0.06% | 227 |
|
|
2021
Q1 | $350K | Buy |
2,476
+50
| +2% | +$7.07K | 0.05% | 239 |
|
|
2020
Q4 | $293K | Hold |
2,426
| – | – | 0.05% | 225 |
|
|
2020
Q3 | $243K | Hold |
2,426
| – | – | 0.05% | 231 |
|
|
2020
Q2 | $231K | Sell |
2,426
-680
| -22% | -$64.7K | 0.05% | 222 |
|
|
2020
Q1 | $266K | Buy |
3,106
+1,580
| +104% | +$135K | 0.07% | 179 |
|
|
2019
Q4 | $190K | Hold |
1,526
| – | – | 0.04% | 249 |
|
|
2019
Q3 | $180K | Hold |
1,526
| – | – | 0.04% | 239 |
|
|
2019
Q2 | $188K | Sell |
1,526
-124
| -8% | -$15.3K | 0.04% | 242 |
|
|
2019
Q1 | $181K | Sell |
1,650
-2
| -0.1% | -$219 | 0.03% | 296 |
|
|
2018
Q4 | $157K | Buy |
1,652
+16
| +1% | +$1.52K | 0.03% | 285 |
|
|
2018
Q3 | $175K | Hold |
1,636
| – | – | 0.03% | 301 |
|
|
2018
Q2 | $161K | Buy |
1,636
+126
| +8% | +$12.4K | 0.03% | 306 |
|
|
2018
Q1 | $141K | Sell |
1,510
-1,035
| -41% | -$96.6K | 0.03% | 335 |
|
|
2017
Q4 | $252K | Buy |
2,545
+135
| +6% | +$13.4K | 0.04% | 263 |
|
|
2017
Q3 | $218K | Sell |
2,410
-41
| -2% | -$3.71K | 0.04% | 288 |
|
|
2017
Q2 | $206K | Sell |
2,451
-100
| -4% | -$8.41K | 0.04% | 281 |
|
|
2017
Q1 | $202K | Buy |
2,551
+50
| +2% | +$3.96K | 0.04% | 277 |
|
|
2016
Q4 | $185K | Sell |
2,501
-1,191
| -32% | -$88.1K | 0.04% | 263 |
|
|
2016
Q3 | $236K | Sell |
3,692
-101
| -3% | -$6.46K | 0.06% | 227 |
|
|
2016
Q2 | $230K | Buy |
3,793
+1,142
| +43% | +$69.2K | 0.06% | 218 |
|
|
2016
Q1 | $163K | Sell |
2,651
-807
| -23% | -$49.6K | 0.06% | 211 |
|
|
2015
Q4 | $241K | Buy |
3,458
+37
| +1% | +$2.58K | 0.1% | 174 |
|
|
2015
Q3 | $254K | Buy |
3,421
+302
| +10% | +$22.4K | 0.11% | 167 |
|
|
2015
Q2 | $242K | Buy |
3,119
+128
| +4% | +$9.93K | 0.09% | 171 |
|
|
2015
Q1 | $234K | Buy |
2,991
+34
| +1% | +$2.66K | 0.09% | 168 |
|
|
2014
Q4 | $275K | Buy |
2,957
+1,324
| +81% | +$123K | 0.12% | 135 |
|
|
2014
Q3 | $143K | Buy |
1,633
+90
| +6% | +$7.88K | 0.07% | 180 |
|
|
2014
Q2 | $146K | Buy |
+1,543
| New | +$146K | 0.07% | 179 |
|
|
2013
Q4 | – | Sell |
-300
| Closed | -$23K | – | 184 |
|
|
2013
Q3 | $23K | Sell |
300
-117
| -28% | -$8.97K | 0.01% | 360 |
|
|
2013
Q2 | $31K | Buy |
+417
| New | +$31K | 0.02% | 293 |
|