FC
Forte Capital’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
4,354
+388
| +10% | +$124K | 0.15% | 103 |
|
|
2025
Q1 | $1.07M | Buy |
3,966
+177
| +5% | +$47.6K | 0.13% | 110 |
|
|
2024
Q4 | $1.12M | Sell |
3,789
-125
| -3% | -$37.1K | 0.13% | 107 |
|
|
2024
Q3 | $1.06M | Buy |
3,914
+2,011
| +106% | +$545K | 0.12% | 113 |
|
|
2024
Q2 | $441K | Sell |
1,903
-368
| -16% | -$85.2K | 0.05% | 168 |
|
|
2024
Q1 | $517K | Sell |
2,271
-34
| -1% | -$7.74K | 0.06% | 158 |
|
|
2023
Q4 | $432K | Buy |
2,305
+492
| +27% | +$92.2K | 0.06% | 159 |
|
|
2023
Q3 | $270K | Buy |
1,813
+337
| +23% | +$50.3K | 0.04% | 182 |
|
|
2023
Q2 | $257K | Sell |
1,476
-215
| -13% | -$37.5K | 0.04% | 190 |
|
|
2023
Q1 | $279K | Buy |
1,691
+128
| +8% | +$21.1K | 0.04% | 182 |
|
|
2022
Q4 | $231K | Buy |
1,563
+48
| +3% | +$7.09K | 0.04% | 186 |
|
|
2022
Q3 | $204K | Hold |
1,515
| – | – | 0.04% | 185 |
|
|
2022
Q2 | $210K | Buy |
1,515
+253
| +20% | +$35.1K | 0.04% | 192 |
|
|
2022
Q1 | $206K | Hold |
1,262
| – | – | 0.03% | 221 |
|
|
2021
Q4 | $206K | Buy |
+1,262
| New | +$206K | 0.03% | 221 |
|
|
2015
Q1 | – | Sell |
-2,531
| Closed | -$235K | – | 154 |
|
|
2014
Q4 | $235K | Hold |
2,531
| – | – | 0.1% | 142 |
|
|
2014
Q3 | $222K | Buy |
+2,531
| New | +$222K | 0.1% | 150 |
|