FPCP
Fort Point Capital Partners’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Buy |
15,828
+9,900
| +167% | +$3.16M | 0.36% | 40 |
|
|
2025
Q1 | $1.59M | Sell |
5,928
-16
| -0.3% | -$4.31K | 0.18% | 93 |
|
|
2024
Q4 | $1.76M | Sell |
5,944
-1,130
| -16% | -$335K | 0.19% | 84 |
|
|
2024
Q3 | $1.92M | Buy |
7,074
+81
| +1% | +$22K | 0.24% | 66 |
|
|
2024
Q2 | $1.62M | Sell |
6,993
-7
| -0.1% | -$1.62K | 0.2% | 79 |
|
|
2024
Q1 | $1.59M | Hold |
7,000
| – | – | 0.21% | 77 |
|
|
2023
Q4 | $1.31M | Sell |
7,000
-212
| -3% | -$39.7K | 0.19% | 80 |
|
|
2023
Q3 | $1.08M | Hold |
7,212
| – | – | 0.16% | 83 |
|
|
2023
Q2 | $1.26M | Buy |
7,212
+15
| +0.2% | +$2.61K | 0.18% | 77 |
|
|
2023
Q1 | $1.19M | Buy |
7,197
+24
| +0.3% | +$3.96K | 0.18% | 86 |
|
|
2022
Q4 | $1.06M | Hold |
7,173
| – | – | 0.17% | 90 |
|
|
2022
Q3 | $968K | Sell |
7,173
-307
| -4% | -$41.4K | 0.16% | 95 |
|
|
2022
Q2 | $1.04M | Hold |
7,480
| – | – | 0.17% | 87 |
|
|
2022
Q1 | $1.4M | Buy |
7,480
+13
| +0.2% | +$2.43K | 0.2% | 79 |
|
|
2021
Q4 | $1.22M | Hold |
7,467
| – | – | 0.16% | 85 |
|
|
2021
Q3 | $1.25M | Buy |
7,467
+55
| +0.7% | +$9.22K | 0.19% | 67 |
|
|
2021
Q2 | $1.23M | Hold |
7,412
| – | – | 0.22% | 56 |
|
|
2021
Q1 | $1.05M | Hold |
7,412
| – | – | 0.23% | 58 |
|
|
2020
Q4 | $896K | Hold |
7,412
| – | – | 0.21% | 59 |
|
|
2020
Q3 | $743K | Sell |
7,412
-175
| -2% | -$17.5K | 0.19% | 63 |
|
|
2020
Q2 | $722K | Hold |
7,587
| – | – | 0.23% | 51 |
|
|
2020
Q1 | $650K | Sell |
7,587
-100
| -1% | -$8.57K | 0.28% | 42 |
|
|
2019
Q4 | $957K | Buy |
7,687
+100
| +1% | +$12.5K | 0.34% | 42 |
|
|
2019
Q3 | $897K | Hold |
7,587
| – | – | 0.34% | 44 |
|
|
2019
Q2 | $937K | Hold |
7,587
| – | – | 0.37% | 34 |
|
|
2019
Q1 | $829K | Sell |
7,587
-64
| -0.8% | -$6.99K | 0.36% | 39 |
|
|
2018
Q4 | $729K | Sell |
7,651
-3,900
| -34% | -$372K | 0.29% | 51 |
|
|
2018
Q3 | $1.23M | Buy |
11,551
+50
| +0.4% | +$5.32K | 0.37% | 39 |
|
|
2018
Q2 | $1.13M | Sell |
11,501
-4,255
| -27% | -$417K | 0.38% | 35 |
|
|
2018
Q1 | $1.47M | Sell |
15,756
-223
| -1% | -$20.8K | 0.54% | 36 |
|
|
2017
Q4 | $1.59M | Buy |
15,979
+287
| +2% | +$28.5K | 0.74% | 28 |
|
|
2017
Q3 | $1.42M | Buy |
+15,692
| New | +$1.42M | 0.68% | 30 |
|
|
2016
Q2 | – | Sell |
-6,300
| Closed | -$387K | – | 128 |
|
|
2016
Q1 | $387K | Sell |
6,300
-100
| -2% | -$6.14K | 0.2% | 66 |
|
|
2015
Q4 | $445K | Buy |
+6,400
| New | +$445K | 0.23% | 67 |
|