FCMC
Founders Capital Management (Connecticut)’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7M | Buy |
77,441
+446
| +0.6% | +$142K | 4.21% | 5 |
|
|
2025
Q1 | $20.7M | Sell |
76,995
-274
| -0.4% | -$73.7K | 3.81% | 6 |
|
|
2024
Q4 | $22.9M | Sell |
77,269
-1,461
| -2% | -$434K | 4.02% | 5 |
|
|
2024
Q3 | $21.4M | Sell |
78,730
-1,488
| -2% | -$404K | 3.7% | 5 |
|
|
2024
Q2 | $18.6M | Sell |
80,218
-250
| -0.3% | -$57.9K | 3.34% | 6 |
|
|
2024
Q1 | $18.3M | Sell |
80,468
-1,557
| -2% | -$355K | 3.39% | 6 |
|
|
2023
Q4 | $15.4M | Buy |
82,025
+4,423
| +6% | +$829K | 3.15% | 7 |
|
|
2023
Q3 | $11.6M | Buy |
77,602
+2,046
| +3% | +$305K | 2.63% | 12 |
|
|
2023
Q2 | $13.2M | Buy |
75,556
+765
| +1% | +$133K | 2.93% | 10 |
|
|
2023
Q1 | $12.3M | Sell |
74,791
-702
| -0.9% | -$116K | 3.07% | 10 |
|
|
2022
Q4 | $11.2M | Buy |
75,493
+138
| +0.2% | +$20.4K | 3% | 11 |
|
|
2022
Q3 | $10.2M | Buy |
75,355
+53
| +0.1% | +$7.15K | 2.85% | 13 |
|
|
2022
Q2 | $10.4M | Sell |
75,302
-27
| -0% | -$3.74K | 2.68% | 13 |
|
|
2022
Q1 | $14.1M | Buy |
75,329
+1,064
| +1% | +$199K | 3.02% | 12 |
|
|
2021
Q4 | $12.2M | Sell |
74,265
-1,929
| -3% | -$316K | 2.63% | 14 |
|
|
2021
Q3 | $12.8M | Sell |
76,194
-410
| -0.5% | -$68.7K | 3.22% | 12 |
|
|
2021
Q2 | $12.7M | Sell |
76,604
-796
| -1% | -$132K | 3.05% | 12 |
|
|
2021
Q1 | $10.9M | Buy |
77,400
+478
| +0.6% | +$67.6K | 2.75% | 13 |
|
|
2020
Q4 | $9.3M | Buy |
76,922
+157
| +0.2% | +$19K | 2.69% | 14 |
|
|
2020
Q3 | $7.7M | Sell |
76,765
-2,068
| -3% | -$207K | 2.44% | 15 |
|
|
2020
Q2 | $7.51M | Sell |
78,833
-478
| -0.6% | -$45.5K | 2.57% | 14 |
|
|
2020
Q1 | $6.79M | Buy |
79,311
+1,196
| +2% | +$102K | 2.7% | 13 |
|
|
2019
Q4 | $9.73M | Sell |
78,115
-128
| -0.2% | -$15.9K | 3.21% | 12 |
|
|
2019
Q3 | $8.95M | Sell |
78,243
-735
| -0.9% | -$84.1K | 3.18% | 13 |
|
|
2019
Q2 | $9.75M | Sell |
78,978
-898
| -1% | -$111K | 3.46% | 11 |
|
|
2019
Q1 | $8.73M | Buy |
79,876
+1,131
| +1% | +$124K | 3.2% | 14 |
|
|
2018
Q4 | $7.51M | Buy |
78,745
+954
| +1% | +$90.9K | 3.22% | 11 |
|
|
2018
Q3 | $8.3M | Sell |
77,791
-302
| -0.4% | -$32.2K | 3.38% | 11 |
|
|
2018
Q2 | $7.65M | Sell |
78,093
-290
| -0.4% | -$28.4K | 3.49% | 12 |
|
|
2018
Q1 | $7.13M | Sell |
78,383
-875
| -1% | -$79.6K | 3.28% | 13 |
|
|
2017
Q4 | $7.87M | Buy |
79,258
+133
| +0.2% | +$13.2K | 3.48% | 11 |
|
|
2017
Q3 | $7.16M | Buy |
79,125
+964
| +1% | +$87.2K | 3.4% | 14 |
|
|
2017
Q2 | $6.66M | Hold |
78,161
| – | – | 3.32% | 13 |
|
|
2017
Q1 | $6.18M | Buy |
78,161
+1,315
| +2% | +$104K | 3.16% | 15 |
|
|
2016
Q4 | $5.69M | Sell |
76,846
-203
| -0.3% | -$15K | 3.08% | 17 |
|
|
2016
Q3 | $4.93M | Buy |
77,049
+35,100
| +84% | +$2.25M | 2.76% | 18 |
|
|
2016
Q2 | $2.55M | Buy |
41,949
+1,154
| +3% | +$70.1K | 1.43% | 22 |
|
|
2016
Q1 | $2.51M | Buy |
40,795
+6,578
| +19% | +$404K | 1.46% | 23 |
|
|
2015
Q4 | $2.38M | Buy |
34,217
+8,935
| +35% | +$621K | 1.43% | 24 |
|
|
2015
Q3 | $1.87M | Buy |
25,282
+2,615
| +12% | +$194K | 1.21% | 26 |
|
|
2015
Q2 | $1.76M | Buy |
22,667
+3,085
| +16% | +$240K | 1.06% | 28 |
|
|
2015
Q1 | $1.53M | Buy |
+19,582
| New | +$1.53M | 0.91% | 28 |
|