FOA
Five Oceans Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
1,444
+29
| +2% | +$9.25K | 0.2% | 70 |
|
|
2025
Q1 | $381K | Buy |
1,415
+18
| +1% | +$4.84K | 0.18% | 75 |
|
|
2024
Q4 | $415K | Sell |
1,397
-68
| -5% | -$20.2K | 0.19% | 73 |
|
|
2024
Q3 | $397K | Buy |
1,465
+4
| +0.3% | +$1.09K | 0.19% | 81 |
|
|
2024
Q2 | $338K | Sell |
1,461
-70
| -5% | -$16.2K | 0.18% | 95 |
|
|
2024
Q1 | $349K | Sell |
1,531
-85
| -5% | -$19.4K | 0.18% | 100 |
|
|
2023
Q4 | $303K | Sell |
1,616
-5
| -0.3% | -$937 | 0.17% | 106 |
|
|
2023
Q3 | $242K | Sell |
1,621
-1
| -0.1% | -$149 | 0.16% | 116 |
|
|
2023
Q2 | $283K | Buy |
1,622
+119
| +8% | +$20.7K | 0.18% | 102 |
|
|
2023
Q1 | $248K | Buy |
1,503
+34
| +2% | +$5.61K | 0.16% | 117 |
|
|
2022
Q4 | $217K | Sell |
1,469
-137
| -9% | -$20.2K | 0.15% | 128 |
|
|
2022
Q3 | $217K | Buy |
+1,606
| New | +$217K | 0.17% | 115 |
|