IA
IFG Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
4,233
+3
| +0.1% | +$957 | 0.23% | 50 |
|
|
2025
Q1 | $1.14M | Sell |
4,230
-76
| -2% | -$20.4K | 0.22% | 51 |
|
|
2024
Q4 | $1.28M | Sell |
4,306
-136
| -3% | -$40.4K | 0.25% | 48 |
|
|
2024
Q3 | $1.2M | Buy |
4,442
+5
| +0.1% | +$1.36K | 0.26% | 44 |
|
|
2024
Q2 | $1.03M | Buy |
4,437
+5
| +0.1% | +$1.16K | 0.24% | 47 |
|
|
2024
Q1 | $1.01M | Buy |
4,432
+5
| +0.1% | +$1.14K | 0.26% | 41 |
|
|
2023
Q4 | $829K | Buy |
4,427
+7
| +0.2% | +$1.31K | 0.24% | 45 |
|
|
2023
Q3 | $659K | Buy |
4,420
+6
| +0.1% | +$895 | 0.23% | 50 |
|
|
2023
Q2 | $769K | Buy |
4,414
+7
| +0.2% | +$1.22K | 0.27% | 41 |
|
|
2023
Q1 | $727K | Buy |
4,407
+4
| +0.1% | +$660 | 0.29% | 42 |
|
|
2022
Q4 | $650K | Buy |
4,403
+6
| +0.1% | +$886 | 0.28% | 45 |
|
|
2022
Q3 | $593K | Buy |
4,397
+10
| +0.2% | +$1.35K | 0.3% | 46 |
|
|
2022
Q2 | $608K | Buy |
4,387
+5
| +0.1% | +$693 | 0.31% | 46 |
|
|
2022
Q1 | $819K | Buy |
4,382
+4
| +0.1% | +$748 | 0.36% | 40 |
|
|
2021
Q4 | $716K | Buy |
4,378
+10
| +0.2% | +$1.64K | 0.3% | 48 |
|
|
2021
Q3 | $732K | Buy |
4,368
+11
| +0.3% | +$1.84K | 0.34% | 42 |
|
|
2021
Q2 | $720K | Buy |
4,357
+12
| +0.3% | +$1.98K | 0.34% | 43 |
|
|
2021
Q1 | $615K | Buy |
4,345
+15
| +0.3% | +$2.12K | 0.34% | 44 |
|
|
2020
Q4 | $524K | Buy |
4,330
+20
| +0.5% | +$2.42K | 0.32% | 46 |
|
|
2020
Q3 | $432K | Buy |
4,310
+17
| +0.4% | +$1.7K | 0.31% | 46 |
|
|
2020
Q2 | $409K | Buy |
4,293
+21
| +0.5% | +$2K | 0.32% | 46 |
|
|
2020
Q1 | $366K | Buy |
+4,272
| New | +$366K | 0.36% | 45 |
|