GIM
Greylin Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $486K | Sell |
2,100
-50
| -2% | -$11.6K | 0.08% | 57 |
|
|
2024
Q1 | $490K | Hold |
2,150
| – | – | 0.08% | 57 |
|
|
2023
Q4 | $403K | Hold |
2,150
| – | – | 0.07% | 59 |
|
|
2023
Q3 | $321K | Hold |
2,150
| – | – | 0.06% | 60 |
|
|
2023
Q2 | $375K | Hold |
2,150
| – | – | 0.07% | 56 |
|
|
2023
Q1 | $355K | Hold |
2,150
| – | – | 0.06% | 59 |
|
|
2022
Q4 | $318K | Hold |
2,150
| – | – | 0.06% | 56 |
|
|
2022
Q3 | $290K | Hold |
2,150
| – | – | 0.06% | 58 |
|
|
2022
Q2 | $298K | Buy |
2,150
+100
| +5% | +$13.9K | 0.06% | 62 |
|
|
2022
Q1 | $383K | Hold |
2,050
| – | – | 0.07% | 65 |
|
|
2021
Q4 | $335K | Hold |
2,050
| – | – | 0.06% | 77 |
|
|
2021
Q3 | $343K | Hold |
2,050
| – | – | 0.07% | 77 |
|
|
2021
Q2 | $339K | Hold |
2,050
| – | – | 0.07% | 78 |
|
|
2021
Q1 | $290K | Hold |
2,050
| – | – | 0.06% | 81 |
|
|
2020
Q4 | $248K | Hold |
2,050
| – | – | 0.06% | 81 |
|
|
2020
Q3 | $206K | Buy |
+2,050
| New | +$206K | 0.05% | 76 |
|
|
2020
Q1 | – | Sell |
-2,050
| Closed | -$255K | – | 63 |
|
|
2019
Q4 | $255K | Sell |
2,050
-25
| -1% | -$3.11K | 0.06% | 64 |
|
|
2019
Q3 | $245K | Sell |
2,075
-50
| -2% | -$5.9K | 0.06% | 64 |
|
|
2019
Q2 | $262K | Sell |
2,125
-125
| -6% | -$15.4K | 0.06% | 63 |
|
|
2019
Q1 | $246K | Sell |
2,250
-25
| -1% | -$2.73K | 0.06% | 71 |
|
|
2018
Q4 | $217K | Hold |
2,275
| – | – | 0.05% | 74 |
|
|
2018
Q3 | $242K | Hold |
2,275
| – | – | 0.05% | 70 |
|
|
2018
Q2 | $223K | Hold |
2,275
| – | – | 0.05% | 78 |
|
|
2018
Q1 | $212K | Hold |
2,275
| – | – | 0.05% | 75 |
|
|
2017
Q4 | $226K | Hold |
2,275
| – | – | 0.05% | 72 |
|
|
2017
Q3 | $206K | Buy |
+2,275
| New | +$206K | 0.05% | 74 |
|
|
2015
Q4 | – | Sell |
-3,650
| Closed | -$271K | – | 77 |
|
|
2015
Q3 | $271K | Sell |
3,650
-25
| -0.7% | -$1.86K | 0.08% | 46 |
|
|
2015
Q2 | $286K | Hold |
3,675
| – | – | 0.07% | 49 |
|
|
2015
Q1 | $342K | Hold |
3,675
| – | – | 0.08% | 50 |
|
|
2014
Q4 | $342K | Hold |
3,675
| – | – | 0.08% | 49 |
|
|
2014
Q3 | $322K | Hold |
3,675
| – | – | 0.08% | 54 |
|
|
2014
Q2 | $349K | Hold |
3,675
| – | – | 0.08% | 55 |
|
|
2014
Q1 | $331K | Hold |
3,675
| – | – | 0.08% | 56 |
|
|
2013
Q4 | $333K | Sell |
3,675
-100
| -3% | -$9.06K | 0.08% | 61 |
|
|
2013
Q3 | $285K | Hold |
3,775
| – | – | 0.14% | 33 |
|
|
2013
Q2 | $282K | Buy |
+3,775
| New | +$282K | 0.09% | 35 |
|