GPFA
Game Plan Financial Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Sell |
11,879
-1,420
| -11% | -$453K | 1.66% | 24 |
|
|
2025
Q1 | $3.58M | Sell |
13,299
-5,683
| -30% | -$1.53M | 1.74% | 19 |
|
|
2024
Q4 | $5.64M | Buy |
18,982
+2,826
| +17% | +$839K | 2.67% | 9 |
|
|
2024
Q3 | $4.38M | Buy |
16,156
+8,223
| +104% | +$2.23M | 2.12% | 15 |
|
|
2024
Q2 | $1.84M | Buy |
7,933
+7,803
| +6,002% | +$1.81M | 0.91% | 40 |
|
|
2024
Q1 | $29.6K | Buy |
130
+50
| +63% | +$11.4K | 0.02% | 178 |
|
|
2023
Q4 | $15K | Buy |
+80
| New | +$15K | 0.01% | 218 |
|
|
2022
Q4 | $1.23M | Buy |
8,300
+798
| +11% | +$118K | 1.01% | 37 |
|
|
2022
Q3 | $1.01M | Sell |
7,502
-843
| -10% | -$114K | 0.85% | 40 |
|
|
2022
Q2 | $1.15M | Buy |
8,345
+1,490
| +22% | +$205K | 0.92% | 39 |
|
|
2022
Q1 | $1.28M | Buy |
6,855
+25
| +0.4% | +$4.68K | 0.77% | 44 |
|
|
2021
Q4 | $1.12M | Buy |
6,830
+100
| +1% | +$16.4K | 0.6% | 52 |
|
|
2021
Q3 | $1.13M | Hold |
6,730
| – | – | 0.67% | 50 |
|
|
2021
Q2 | $1.11M | Sell |
6,730
-25
| -0.4% | -$4.13K | 0.66% | 45 |
|
|
2021
Q1 | $957K | Buy |
6,755
+940
| +16% | +$133K | 0.62% | 49 |
|
|
2020
Q4 | $703K | Buy |
+5,815
| New | +$703K | 0.5% | 52 |
|
|
2020
Q3 | – | Sell |
-5,480
| Closed | -$522K | – | 50 |
|
|
2020
Q2 | $522K | Buy |
5,480
+300
| +6% | +$28.6K | 0.75% | 28 |
|
|
2020
Q1 | $442K | Buy |
5,180
+575
| +12% | +$49.1K | 0.52% | 46 |
|
|
2019
Q4 | $573K | Buy |
+4,605
| New | +$573K | 0.54% | 48 |
|