IGGA
Iron Gate Global Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.3M | Buy |
188,944
+24,656
| +15% | +$7.86M | 6.72% | 6 |
|
|
2025
Q1 | $44.2M | Sell |
164,288
-883
| -0.5% | -$238K | 6.09% | 5 |
|
|
2024
Q4 | $49M | Buy |
165,171
+1,008
| +0.6% | +$299K | 6.92% | 5 |
|
|
2024
Q3 | $44.5M | Buy |
164,163
+1,717
| +1% | +$466K | 6.88% | 6 |
|
|
2024
Q2 | $37.6M | Buy |
162,446
+279
| +0.2% | +$64.6K | 6.2% | 6 |
|
|
2024
Q1 | $37M | Sell |
162,167
-2,259
| -1% | -$515K | 6.58% | 6 |
|
|
2023
Q4 | $30.8M | Buy |
164,426
+4,296
| +3% | +$805K | 6.09% | 6 |
|
|
2023
Q3 | $24.1M | Buy |
160,130
+5,427
| +4% | +$815K | 5.41% | 7 |
|
|
2023
Q2 | $27M | Buy |
154,703
+628
| +0.4% | +$109K | 5.83% | 5 |
|
|
2023
Q1 | $25.4M | Sell |
154,075
-4,561
| -3% | -$752K | 6.26% | 5 |
|
|
2022
Q4 | $23.6M | Buy |
158,636
+204
| +0.1% | +$30.3K | 6.44% | 5 |
|
|
2022
Q3 | $21.5M | Buy |
158,432
+3,684
| +2% | +$499K | 6.01% | 6 |
|
|
2022
Q2 | $21.4M | Buy |
154,748
+4,774
| +3% | +$661K | 5.91% | 6 |
|
|
2022
Q1 | $28.1M | Buy |
149,974
+11,527
| +8% | +$2.16M | 6.41% | 5 |
|
|
2021
Q4 | $24M | Buy |
138,447
+8,574
| +7% | +$1.48M | 5.62% | 8 |
|
|
2021
Q3 | $21.8M | Buy |
129,873
+1,995
| +2% | +$334K | 5.9% | 8 |
|
|
2021
Q2 | $21.1M | Buy |
127,878
+4,018
| +3% | +$664K | 5.94% | 7 |
|
|
2021
Q1 | $17.5M | Sell |
123,860
-731
| -0.6% | -$103K | 5.59% | 7 |
|
|
2020
Q4 | $15.1M | Buy |
124,591
+1,059
| +0.9% | +$128K | 5.56% | 6 |
|
|
2020
Q3 | $12.4M | Buy |
123,532
+6,902
| +6% | +$692K | 5.22% | 6 |
|
|
2020
Q2 | $11.1M | Buy |
116,630
+4,880
| +4% | +$465K | 5.39% | 5 |
|
|
2020
Q1 | $9.55M | Buy |
+111,750
| New | +$9.55M | 6.48% | 5 |
|
|
2019
Q4 | – | Sell |
-96,469
| Closed | -$11.4M | – | 73 |
|
|
2019
Q3 | $11.4M | Buy |
96,469
+7,274
| +8% | +$860K | 6.91% | 4 |
|
|
2019
Q2 | $10.8M | Buy |
89,195
+2,340
| +3% | +$284K | 7.2% | 5 |
|
|
2019
Q1 | $9.46M | Sell |
86,855
-26
| -0% | -$2.83K | 3.79% | 4 |
|
|
2018
Q4 | $8.28M | Buy |
86,881
+2,107
| +2% | +$201K | 6.14% | 7 |
|
|
2018
Q3 | $9.03M | Buy |
84,774
+6,431
| +8% | +$685K | 5.88% | 6 |
|
|
2018
Q2 | $7.68M | Buy |
78,343
+1,349
| +2% | +$132K | 5.63% | 6 |
|
|
2018
Q1 | $7.18M | Buy |
76,994
+6,742
| +10% | +$629K | 5.45% | 6 |
|
|
2017
Q4 | $6.98M | Sell |
70,252
-38
| -0.1% | -$3.77K | 5.91% | 6 |
|
|
2017
Q3 | $6.36M | Buy |
70,290
+10,053
| +17% | +$909K | 5.94% | 5 |
|
|
2017
Q2 | $5.07M | Buy |
+60,237
| New | +$5.07M | 5.6% | 5 |
|