FSA
Fort Sheridan Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.52M | Hold |
20,446
| – | – | 0.93% | 23 |
|
|
2025
Q1 | $5.5M | Sell |
20,446
-411
| -2% | -$111K | 0.84% | 24 |
|
|
2024
Q4 | $6.19M | Sell |
20,857
-300
| -1% | -$89K | 0.9% | 24 |
|
|
2024
Q3 | $5.74M | Hold |
21,157
| – | – | 0.87% | 25 |
|
|
2024
Q2 | $4.9M | Buy |
21,157
+7,700
| +57% | +$1.78M | 0.79% | 26 |
|
|
2024
Q1 | $3.06M | Sell |
13,457
-225
| -2% | -$51.2K | 0.58% | 38 |
|
|
2023
Q4 | $2.56M | Hold |
13,682
| – | – | 0.51% | 38 |
|
|
2023
Q3 | $2.04M | Buy |
13,682
+150
| +1% | +$22.4K | 0.46% | 44 |
|
|
2023
Q2 | $2.36M | Hold |
13,532
| – | – | 0.54% | 37 |
|
|
2023
Q1 | $2.23M | Hold |
13,532
| – | – | 0.57% | 34 |
|
|
2022
Q4 | $2M | Sell |
13,532
-24
| -0.2% | -$3.55K | 0.65% | 30 |
|
|
2022
Q3 | $1.83M | Buy |
13,556
+74
| +0.5% | +$9.98K | 0.62% | 32 |
|
|
2022
Q2 | $1.87M | Buy |
13,482
+182
| +1% | +$25.2K | 0.61% | 31 |
|
|
2022
Q1 | $2.49M | Hold |
13,300
| – | – | 0.73% | 28 |
|
|
2021
Q4 | $2.18M | Hold |
13,300
| – | – | 0.63% | 33 |
|
|
2021
Q3 | $2.23M | Hold |
13,300
| – | – | 0.73% | 31 |
|
|
2021
Q2 | $2.2M | Sell |
13,300
-500
| -4% | -$82.6K | 0.73% | 31 |
|
|
2021
Q1 | $1.95M | Hold |
13,800
| – | – | 0.77% | 27 |
|
|
2020
Q4 | $1.67M | Sell |
13,800
-297
| -2% | -$35.9K | 0.81% | 25 |
|
|
2020
Q3 | $1.41M | Hold |
14,097
| – | – | 0.84% | 25 |
|
|
2020
Q2 | $1.34M | Buy |
14,097
+1,900
| +16% | +$181K | 0.82% | 23 |
|
|
2020
Q1 | $1.04M | Buy |
12,197
+7,300
| +149% | +$625K | 0.77% | 23 |
|
|
2019
Q4 | $610K | Hold |
4,897
| – | – | 0.33% | 44 |
|
|
2019
Q3 | $579K | Hold |
4,897
| – | – | 0.32% | 42 |
|
|
2019
Q2 | $604K | Hold |
4,897
| – | – | 0.35% | 43 |
|
|
2019
Q1 | $535K | Hold |
4,897
| – | – | 0.35% | 40 |
|
|
2018
Q4 | $467K | Buy |
+4,897
| New | +$467K | 0.33% | 40 |
|