GC
Garde Capital’s American Express AXP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.59M | Hold |
4,986
| – | – | 0.08% | 84 |
|
2025
Q1 | $1.34M | Hold |
4,986
| – | – | 0.08% | 91 |
|
2024
Q4 | $1.48M | Buy |
4,986
+148
| +3% | +$43.9K | 0.1% | 78 |
|
2024
Q3 | $1.31M | Hold |
4,838
| – | – | 0.09% | 84 |
|
2024
Q2 | $1.12M | Sell |
4,838
-175
| -3% | -$40.5K | 0.08% | 85 |
|
2024
Q1 | $1.14M | Sell |
5,013
-49
| -1% | -$11.2K | 0.08% | 87 |
|
2023
Q4 | $948K | Buy |
5,062
+39
| +0.8% | +$7.3K | 0.07% | 92 |
|
2023
Q3 | $749K | Buy |
5,023
+10
| +0.2% | +$1.49K | 0.06% | 104 |
|
2023
Q2 | $873K | Hold |
5,013
| – | – | 0.07% | 101 |
|
2023
Q1 | $827K | Hold |
5,013
| – | – | 0.09% | 93 |
|
2022
Q4 | $741K | Hold |
5,013
| – | – | 0.09% | 95 |
|
2022
Q3 | $676K | Hold |
5,013
| – | – | 0.09% | 91 |
|
2022
Q2 | $695K | Sell |
5,013
-23
| -0.5% | -$3.19K | 0.08% | 98 |
|
2022
Q1 | $942K | Buy |
5,036
+23
| +0.5% | +$4.3K | 0.1% | 94 |
|
2021
Q4 | $820K | Hold |
5,013
| – | – | 0.08% | 101 |
|
2021
Q3 | $840K | Sell |
5,013
-156
| -3% | -$26.1K | 0.09% | 95 |
|
2021
Q2 | $854K | Hold |
5,169
| – | – | 0.09% | 91 |
|
2021
Q1 | $731K | Sell |
5,169
-412
| -7% | -$58.3K | 0.08% | 98 |
|
2020
Q4 | $674K | Hold |
5,581
| – | – | 0.08% | 97 |
|
2020
Q3 | $559K | Sell |
5,581
-217
| -4% | -$21.7K | 0.08% | 93 |
|
2020
Q2 | $552K | Buy |
5,798
+159
| +3% | +$15.1K | 0.08% | 82 |
|
2020
Q1 | $483K | Hold |
5,639
| – | – | 0.08% | 79 |
|
2019
Q4 | $702K | Sell |
5,639
-438
| -7% | -$54.5K | 0.1% | 73 |
|
2019
Q3 | $719K | Buy |
6,077
+147
| +2% | +$17.4K | 0.11% | 71 |
|
2019
Q2 | $732K | Hold |
5,930
| – | – | 0.12% | 68 |
|
2019
Q1 | $648K | Sell |
5,930
-64
| -1% | -$6.99K | 0.11% | 69 |
|
2018
Q4 | $571K | Buy |
5,994
+44
| +0.7% | +$4.19K | 0.1% | 100 |
|
2018
Q3 | $652K | Buy |
5,950
+58
| +1% | +$6.36K | 0.11% | 100 |
|
2018
Q2 | $577K | Hold |
5,892
| – | – | 0.1% | 100 |
|
2018
Q1 | $550K | Hold |
5,892
| – | – | 0.1% | 101 |
|
2017
Q4 | $585K | Sell |
5,892
-85
| -1% | -$8.44K | 0.11% | 98 |
|
2017
Q3 | $541K | Hold |
5,977
| – | – | 0.11% | 102 |
|
2017
Q2 | $504K | Buy |
+5,977
| New | +$504K | 0.13% | 69 |
|