Glass Jacobson Investment Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
1,000
-85
| -8% | -$27.1K | 0.12% | 144 |
|
|
2025
Q1 | $322K | Hold |
1,085
| – | – | 0.11% | 188 |
|
|
2024
Q4 | $322K | Hold |
1,085
| – | – | 0.11% | 188 |
|
|
2024
Q3 | $294K | Hold |
1,085
| – | – | 0.1% | 192 |
|
|
2024
Q2 | $251K | Hold |
1,085
| – | – | 0.09% | 193 |
|
|
2024
Q1 | $247K | Hold |
1,085
| – | – | 0.09% | 195 |
|
|
2023
Q4 | $203K | Sell |
1,085
-107
| -9% | -$20K | 0.08% | 203 |
|
|
2023
Q3 | $178K | Hold |
1,192
| – | – | 0.08% | 213 |
|
|
2023
Q2 | $208K | Buy |
+1,192
| New | +$208K | 0.1% | 191 |
|
|
2022
Q4 | $160K | Buy |
+1,085
| New | +$160K | 0.08% | 210 |
|