J.W. Coons Advisors’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 | $1.35M | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $776K | Buy |
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|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $656K | Hold |
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|
2023
Q1 | $621K | Hold |
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|
2022
Q4 | $557K | Sell |
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|
2022
Q3 | $535K | Sell |
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|
2022
Q2 | $950K | Sell |
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.56M | Buy |
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|
2021
Q2 | $1.48M | Sell |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $1.05M | Sell |
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|
2020
Q3 | $905K | Sell |
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|
2020
Q2 | $944K | Buy |
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|
2020
Q1 | $777K | Buy |
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