FAFN
First Affirmative Financial Network’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.14M | Buy |
4,244
+229
| +6% | +$61.6K | 0.7% | 27 |
|
|
2024
Q4 | $1.19M | Buy |
4,015
+28
| +0.7% | +$8.31K | 0.69% | 29 |
|
|
2024
Q3 | $1.08M | Sell |
3,987
-325
| -8% | -$88.1K | 0.59% | 34 |
|
|
2024
Q2 | $998K | Sell |
4,312
-176
| -4% | -$40.8K | 0.69% | 25 |
|
|
2024
Q1 | $1.02M | Sell |
4,488
-16
| -0.4% | -$3.64K | 0.75% | 21 |
|
|
2023
Q4 | $844K | Buy |
4,504
+193
| +4% | +$36.2K | 0.67% | 25 |
|
|
2023
Q3 | $643K | Buy |
4,311
+285
| +7% | +$42.5K | 0.63% | 31 |
|
|
2023
Q2 | $701K | Buy |
4,026
+399
| +11% | +$69.5K | 0.7% | 23 |
|
|
2023
Q1 | $598K | Buy |
3,627
+146
| +4% | +$24.1K | 0.69% | 27 |
|
|
2022
Q4 | $514K | Sell |
3,481
-51
| -1% | -$7.54K | 0.62% | 36 |
|
|
2022
Q3 | $476K | Sell |
3,532
-329
| -9% | -$44.3K | 0.61% | 34 |
|
|
2022
Q2 | $535K | Sell |
3,861
-97
| -2% | -$13.4K | 0.61% | 37 |
|
|
2022
Q1 | $740K | Sell |
3,958
-242
| -6% | -$45.2K | 0.71% | 29 |
|
|
2021
Q4 | $687K | Buy |
4,200
+103
| +3% | +$16.8K | 0.63% | 33 |
|
|
2021
Q3 | $686K | Buy |
+4,097
| New | +$686K | 0.71% | 31 |
|