JWBC
J.W. Burns & Co’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Hold |
1,350
| – | – | 0.05% | 139 |
|
|
2025
Q1 | $363K | Hold |
1,350
| – | – | 0.05% | 147 |
|
|
2024
Q4 | $401K | Hold |
1,350
| – | – | 0.05% | 149 |
|
|
2024
Q3 | $366K | Hold |
1,350
| – | – | 0.05% | 148 |
|
|
2024
Q2 | $313K | Sell |
1,350
-3
| -0.2% | -$695 | 0.04% | 156 |
|
|
2024
Q1 | $308K | Hold |
1,353
| – | – | 0.04% | 156 |
|
|
2023
Q4 | $253K | Hold |
1,353
| – | – | 0.04% | 168 |
|
|
2023
Q3 | $202K | Hold |
1,353
| – | – | 0.03% | 174 |
|
|
2023
Q2 | $236K | Hold |
1,353
| – | – | 0.04% | 163 |
|
|
2023
Q1 | $223K | Buy |
+1,353
| New | +$223K | 0.04% | 169 |
|
|
2022
Q2 | – | Sell |
-1,353
| Closed | -$253K | – | 163 |
|
|
2022
Q1 | $253K | Hold |
1,353
| – | – | 0.04% | 155 |
|
|
2021
Q4 | $221K | Hold |
1,353
| – | – | 0.03% | 179 |
|
|
2021
Q3 | $227K | Hold |
1,353
| – | – | 0.04% | 170 |
|
|
2021
Q2 | $224K | Buy |
+1,353
| New | +$224K | 0.04% | 173 |
|