First Foundation Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $894K | Sell |
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|
2024
Q4 | $989K | Sell |
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|
2024
Q3 | $906K | Buy |
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|
2024
Q2 | $745K | Sell |
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|
2024
Q1 | $743K | Buy |
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|
2023
Q4 | $570K | Sell |
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|
2023
Q3 | $676K | Sell |
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|
2023
Q2 | $830K | Buy |
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|
2023
Q1 | $759K | Buy |
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|
2022
Q4 | $674K | Buy |
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|
2022
Q3 | $582K | Sell |
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|
2022
Q2 | $621K | Sell |
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|
2022
Q1 | $917K | Buy |
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|
2021
Q4 | $555K | Buy |
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|
2021
Q3 | $556K | Sell |
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|
2021
Q2 | $568K | Buy |
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|
2021
Q1 | $457K | Sell |
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|
2020
Q4 | $401K | Buy |
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|
2020
Q3 | $313K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $353K | Buy |
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|
2019
Q3 | $325K | Buy |
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|
2019
Q2 | $258K | Buy |
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|
2019
Q1 | $223K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $977K | Sell |
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|
2015
Q4 | $25.3M | Buy |
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|
2015
Q3 | $24.7M | Buy |
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|
2015
Q2 | $21M | Buy |
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|
2015
Q1 | $20.7M | Buy |
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|
2014
Q4 | $19.7M | Buy |
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|
2014
Q3 | $12.3M | Buy |
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|
2014
Q2 | $12.4M | Buy |
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|
2014
Q1 | $11.5M | Buy |
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|
2013
Q4 | $11.6M | Buy |
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|
2013
Q3 | $9.27M | Buy |
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|
2013
Q2 | $8.85M | Buy |
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