J.W. Burns & Co’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Hold |
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|
2025
Q1 | $363K | Hold |
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|
2024
Q4 | $401K | Hold |
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|
2024
Q3 | $366K | Hold |
|
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $308K | Hold |
|
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|
2023
Q4 | $253K | Hold |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $223K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $221K | Hold |
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|
2021
Q3 | $227K | Hold |
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|
2021
Q2 | $224K | Buy |
|