GC
Grimes & Company’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
40,391
+261
| +0.7% | +$83.3K | 0.35% | 62 |
|
|
2025
Q1 | $10.8M | Buy |
40,130
+12
| +0% | +$3.23K | 0.33% | 72 |
|
|
2024
Q4 | $11.9M | Sell |
40,118
-579
| -1% | -$172K | 0.34% | 70 |
|
|
2024
Q3 | $11M | Sell |
40,697
-687
| -2% | -$186K | 0.3% | 75 |
|
|
2024
Q2 | $9.58M | Sell |
41,384
-9,776
| -19% | -$2.26M | 0.29% | 80 |
|
|
2024
Q1 | $11.6M | Buy |
51,160
+567
| +1% | +$129K | 0.36% | 66 |
|
|
2023
Q4 | $9.48M | Buy |
50,593
+1,878
| +4% | +$352K | 0.31% | 73 |
|
|
2023
Q3 | $7.27M | Buy |
48,715
+40,494
| +493% | +$6.04M | 0.28% | 81 |
|
|
2023
Q2 | $1.43M | Sell |
8,221
-45
| -0.5% | -$7.84K | 0.05% | 139 |
|
|
2023
Q1 | $1.36M | Sell |
8,266
-71
| -0.9% | -$11.7K | 0.06% | 133 |
|
|
2022
Q4 | $1.23M | Sell |
8,337
-17
| -0.2% | -$2.51K | 0.05% | 147 |
|
|
2022
Q3 | $1.13M | Buy |
8,354
+112
| +1% | +$15.1K | 0.06% | 132 |
|
|
2022
Q2 | $1.14M | Sell |
8,242
-57
| -0.7% | -$7.91K | 0.06% | 137 |
|
|
2022
Q1 | $1.55M | Sell |
8,299
-2
| -0% | -$374 | 0.08% | 132 |
|
|
2021
Q4 | $1.36M | Sell |
8,301
-496
| -6% | -$81.1K | 0.06% | 141 |
|
|
2021
Q3 | $1.47M | Sell |
8,797
-262
| -3% | -$43.9K | 0.06% | 133 |
|
|
2021
Q2 | $1.5M | Sell |
9,059
-345
| -4% | -$57K | 0.07% | 127 |
|
|
2021
Q1 | $1.33M | Buy |
9,404
+3,082
| +49% | +$436K | 0.06% | 129 |
|
|
2020
Q4 | $764K | Buy |
6,322
+1
| +0% | +$121 | 0.04% | 158 |
|
|
2020
Q3 | $634K | Buy |
6,321
+1
| +0% | +$100 | 0.04% | 160 |
|
|
2020
Q2 | $602K | Buy |
6,320
+151
| +2% | +$14.4K | 0.04% | 157 |
|
|
2020
Q1 | $528K | Sell |
6,169
-199
| -3% | -$17K | 0.05% | 152 |
|
|
2019
Q4 | $793K | Sell |
6,368
-5,737
| -47% | -$714K | 0.05% | 149 |
|
|
2019
Q3 | $1.43M | Sell |
12,105
-226
| -2% | -$26.7K | 0.1% | 111 |
|
|
2019
Q2 | $1.52M | Hold |
12,331
| – | – | 0.12% | 105 |
|
|
2019
Q1 | $1.35M | Buy |
12,331
+296
| +2% | +$32.4K | 0.11% | 105 |
|
|
2018
Q4 | $1.15M | Buy |
12,035
+1
| +0% | +$95 | 0.11% | 102 |
|
|
2018
Q3 | $1.28M | Hold |
12,034
| – | – | 0.1% | 104 |
|
|
2018
Q2 | $1.18M | Buy |
12,034
+303
| +3% | +$29.7K | 0.1% | 112 |
|
|
2018
Q1 | $1.09M | Buy |
11,731
+2,477
| +27% | +$231K | 0.11% | 114 |
|
|
2017
Q4 | $919K | Hold |
9,254
| – | – | 0.09% | 112 |
|
|
2017
Q3 | $837K | Hold |
9,254
| – | – | 0.09% | 111 |
|
|
2017
Q2 | $780K | Sell |
9,254
-388
| -4% | -$32.7K | 0.09% | 114 |
|
|
2017
Q1 | $763K | Buy |
9,642
+343
| +4% | +$27.1K | 0.08% | 115 |
|
|
2016
Q4 | $689K | Sell |
9,299
-500
| -5% | -$37K | 0.08% | 118 |
|
|
2016
Q3 | $628K | Hold |
9,799
| – | – | 0.08% | 122 |
|
|
2016
Q2 | $595K | Buy |
9,799
+245
| +3% | +$14.9K | 0.08% | 123 |
|
|
2016
Q1 | $587K | Hold |
9,554
| – | – | 0.08% | 116 |
|
|
2015
Q4 | $665K | Hold |
9,554
| – | – | 0.09% | 110 |
|
|
2015
Q3 | $708K | Hold |
9,554
| – | – | 0.09% | 106 |
|
|
2015
Q2 | $743K | Sell |
9,554
-80
| -0.8% | -$6.22K | 0.1% | 102 |
|
|
2015
Q1 | $753K | Buy |
9,634
+501
| +5% | +$39.2K | 0.18% | 84 |
|
|
2014
Q4 | $850K | Sell |
9,133
-942
| -9% | -$87.7K | 0.22% | 86 |
|
|
2014
Q3 | $882K | Hold |
10,075
| – | – | 0.23% | 84 |
|
|
2014
Q2 | $956K | Buy |
10,075
+30
| +0.3% | +$2.85K | 0.25% | 81 |
|
|
2014
Q1 | $904K | Sell |
10,045
-300
| -3% | -$27K | 0.25% | 79 |
|
|
2013
Q4 | $939K | Buy |
10,345
+518
| +5% | +$47K | 0.28% | 75 |
|
|
2013
Q3 | $742K | Buy |
9,827
+455
| +5% | +$34.4K | 0.25% | 77 |
|
|
2013
Q2 | $701K | Buy |
+9,372
| New | +$701K | 0.26% | 76 |
|