GA
Geller Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $983K | Sell |
3,311
-18
| -0.5% | -$5.34K | 0.06% | 67 |
|
|
2024
Q3 | $903K | Buy |
3,329
+21
| +0.6% | +$5.7K | 0.06% | 83 |
|
|
2024
Q2 | $766K | Sell |
3,308
-1
| -0% | -$232 | 0.06% | 96 |
|
|
2024
Q1 | $753K | Buy |
3,309
+71
| +2% | +$16.2K | 0.06% | 94 |
|
|
2023
Q4 | $607K | Buy |
3,238
+139
| +4% | +$26K | 0.06% | 103 |
|
|
2023
Q3 | $462K | Sell |
3,099
-204
| -6% | -$30.4K | 0.05% | 123 |
|
|
2023
Q2 | $575K | Buy |
3,303
+492
| +18% | +$85.7K | 0.07% | 95 |
|
|
2023
Q1 | $464K | Buy |
2,811
+534
| +23% | +$88.1K | 0.07% | 74 |
|
|
2022
Q4 | $336K | Buy |
2,277
+10
| +0.4% | +$1.48K | 0.06% | 83 |
|
|
2022
Q3 | $306K | Hold |
2,267
| – | – | 0.07% | 77 |
|
|
2022
Q2 | $315K | Sell |
2,267
-97
| -4% | -$13.5K | 0.07% | 84 |
|
|
2022
Q1 | $442K | Sell |
2,364
-49
| -2% | -$9.16K | 0.08% | 66 |
|
|
2021
Q4 | $395K | Buy |
2,413
+61
| +3% | +$9.99K | 0.08% | 80 |
|
|
2021
Q3 | $394K | Buy |
2,352
+119
| +5% | +$19.9K | 0.09% | 72 |
|
|
2021
Q2 | $369K | Sell |
2,233
-4
| -0.2% | -$661 | 0.08% | 72 |
|
|
2021
Q1 | $317K | Buy |
2,237
+786
| +54% | +$111K | 0.07% | 76 |
|
|
2020
Q4 | $271K | Buy |
+1,451
| New | +$271K | 0.07% | 83 |
|
|
2020
Q1 | – | Sell |
-1,956
| Closed | -$244K | – | 70 |
|
|
2019
Q4 | $244K | Sell |
1,956
-446
| -19% | -$55.6K | 0.08% | 44 |
|
|
2019
Q3 | $284K | Buy |
+2,402
| New | +$284K | 0.1% | 44 |
|