FAM
Formidable Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Hold |
1,192
| – | – | 0.05% | 298 |
|
|
2025
Q1 | $321K | Hold |
1,192
| – | – | 0.05% | 297 |
|
|
2024
Q4 | $354K | Hold |
1,192
| – | – | 0.06% | 279 |
|
|
2024
Q3 | $323K | Sell |
1,192
-367
| -24% | -$99.5K | 0.05% | 280 |
|
|
2024
Q2 | $361K | Buy |
+1,559
| New | +$361K | 0.06% | 278 |
|
|
2016
Q2 | – | Sell |
-493
| Closed | -$32K | – | 182 |
|
|
2016
Q1 | $32K | Sell |
493
-716
| -59% | -$46.5K | 0.02% | 244 |
|
|
2015
Q4 | $77K | Buy |
+1,209
| New | +$77K | 0.05% | 184 |
|
|
2015
Q3 | – | Sell |
-966
| Closed | -$75K | – | 619 |
|
|
2015
Q2 | $75K | Hold |
966
| – | – | 0.05% | 177 |
|
|
2015
Q1 | $76K | Sell |
966
-5
| -0.5% | -$393 | 0.05% | 169 |
|
|
2014
Q4 | $90K | Sell |
971
-65
| -6% | -$6.03K | 0.06% | 150 |
|
|
2014
Q3 | $94K | Buy |
1,036
+71
| +7% | +$6.44K | 0.06% | 147 |
|
|
2014
Q2 | $92K | Buy |
965
+65
| +7% | +$6.2K | 0.06% | 167 |
|
|
2014
Q1 | $78K | Buy |
900
+600
| +200% | +$52K | 0.05% | 158 |
|
|
2013
Q4 | $26K | Hold |
300
| – | – | 0.02% | 250 |
|
|
2013
Q3 | $22K | Buy |
+300
| New | +$22K | 0.02% | 229 |
|