J. Goldman & Co’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 326 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 322 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 220 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 241 |
|
|
2023
Q2 | – | Sell |
-12,555
| Closed | -$2.07M | – | 245 |
|
|
2023
Q1 | $2.07M | Sell |
12,555
-10,399
| -45% | -$1.72M | 0.08% | 142 |
|
|
2022
Q4 | $3.39M | Buy |
+22,954
| New | +$3.39M | 0.17% | 101 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 215 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 203 |
|
|
2013
Q4 | – | Sell |
-15,000
| Closed | -$1.13M | – | 134 |
|
|
2013
Q3 | $1.13M | Buy |
+15,000
| New | +$1.13M | 0.11% | 105 |
|