GVAG
Great Valley Advisor Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
3,147
-185
| -6% | -$59K | 0.02% | 461 |
|
|
2025
Q1 | $896K | Buy |
3,332
+294
| +10% | +$79.1K | 0.02% | 468 |
|
|
2024
Q4 | $902K | Buy |
3,038
+35
| +1% | +$10.4K | 0.02% | 467 |
|
|
2024
Q3 | $815K | Buy |
3,003
+194
| +7% | +$52.6K | 0.02% | 463 |
|
|
2024
Q2 | $650K | Sell |
2,809
-155
| -5% | -$35.9K | 0.02% | 470 |
|
|
2024
Q1 | $674K | Sell |
2,964
-319
| -10% | -$72.6K | 0.02% | 433 |
|
|
2023
Q4 | $615K | Sell |
3,283
-225
| -6% | -$42.1K | 0.02% | 417 |
|
|
2023
Q3 | $523K | Buy |
3,508
+13
| +0.4% | +$1.94K | 0.02% | 427 |
|
|
2023
Q2 | $609K | Sell |
3,495
-884
| -20% | -$154K | 0.03% | 403 |
|
|
2023
Q1 | $723K | Sell |
4,379
-64
| -1% | -$10.6K | 0.03% | 365 |
|
|
2022
Q4 | $656K | Buy |
4,443
+1,401
| +46% | +$207K | 0.03% | 390 |
|
|
2022
Q3 | $410K | Buy |
3,042
+6
| +0.2% | +$809 | 0.02% | 464 |
|
|
2022
Q2 | $421K | Buy |
3,036
+1,032
| +51% | +$143K | 0.02% | 466 |
|
|
2022
Q1 | $366K | Sell |
2,004
-15
| -0.7% | -$2.74K | 0.02% | 457 |
|
|
2021
Q4 | $331K | Sell |
2,019
-30
| -1% | -$4.92K | 0.02% | 470 |
|
|
2021
Q3 | $343K | Sell |
2,049
-271
| -12% | -$45.4K | 0.02% | 431 |
|
|
2021
Q2 | $375K | Buy |
2,320
+3
| +0.1% | +$485 | 0.03% | 405 |
|
|
2021
Q1 | $328K | Sell |
2,317
-205
| -8% | -$29K | 0.03% | 387 |
|
|
2020
Q4 | $305K | Sell |
2,522
-16
| -0.6% | -$1.94K | 0.03% | 368 |
|
|
2020
Q3 | $254K | Buy |
2,538
+393
| +18% | +$39.3K | 0.03% | 358 |
|
|
2020
Q2 | $204K | Buy |
+2,145
| New | +$204K | 0.03% | 381 |
|
|
2020
Q1 | – | Sell |
-1,671
| Closed | -$208K | – | 311 |
|
|
2019
Q4 | $208K | Sell |
1,671
-408
| -20% | -$50.8K | 0.05% | 340 |
|
|
2019
Q3 | $246K | Hold |
2,079
| – | – | 0.06% | 295 |
|
|
2019
Q2 | $257K | Sell |
2,079
-207
| -9% | -$25.6K | 0.06% | 276 |
|
|
2019
Q1 | $250K | Hold |
2,286
| – | – | 0.08% | 254 |
|
|
2018
Q4 | $218K | Buy |
+2,286
| New | +$218K | 0.08% | 213 |
|