J.W. Coons Advisors’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 | $1.35M | Sell |
4,232
-175
| -4% | -$55.8K | 0.31% | 78 |
|
|
2025
Q1 | $1.19M | Sell |
4,407
-190
| -4% | -$51.1K | 0.31% | 79 |
|
|
2024
Q4 | $1.36M | Sell |
4,597
-1,010
| -18% | -$300K | 0.35% | 68 |
|
|
2024
Q3 | $1.52M | Sell |
5,607
-135
| -2% | -$36.6K | 0.38% | 62 |
|
|
2024
Q2 | $1.33M | Buy |
5,742
+200
| +4% | +$46.3K | 0.32% | 68 |
|
|
2024
Q1 | $1.26M | Buy |
5,542
+1,400
| +34% | +$319K | 0.29% | 72 |
|
|
2023
Q4 | $776K | Buy |
4,142
+175
| +4% | +$32.8K | 0.21% | 113 |
|
|
2023
Q3 | $592K | Buy |
3,967
+200
| +5% | +$29.8K | 0.17% | 125 |
|
|
2023
Q2 | $656K | Hold |
3,767
| – | – | 0.18% | 123 |
|
|
2023
Q1 | $621K | Hold |
3,767
| – | – | 0.18% | 126 |
|
|
2022
Q4 | $557K | Sell |
3,767
-200
| -5% | -$29.5K | 0.17% | 130 |
|
|
2022
Q3 | $535K | Sell |
3,967
-2,850
| -42% | -$384K | 0.2% | 126 |
|
|
2022
Q2 | $950K | Sell |
6,817
-365
| -5% | -$50.9K | 0.34% | 78 |
|
|
2022
Q1 | $1.34M | Sell |
7,182
-2,631
| -27% | -$491K | 0.4% | 66 |
|
|
2021
Q4 | $1.61M | Buy |
9,813
+474
| +5% | +$77.5K | 0.49% | 57 |
|
|
2021
Q3 | $1.57M | Buy |
9,339
+400
| +4% | +$67K | 0.54% | 54 |
|
|
2021
Q2 | $1.48M | Sell |
8,939
-64
| -0.7% | -$10.6K | 0.53% | 57 |
|
|
2021
Q1 | $1.27M | Buy |
9,003
+250
| +3% | +$35.2K | 0.45% | 64 |
|
|
2020
Q4 | $1.05M | Sell |
8,753
-243
| -3% | -$29.3K | 0.4% | 70 |
|
|
2020
Q3 | $905K | Sell |
8,996
-839
| -9% | -$84.4K | 0.38% | 75 |
|
|
2020
Q2 | $944K | Buy |
9,835
+785
| +9% | +$75.3K | 0.42% | 65 |
|
|
2020
Q1 | $777K | Buy |
+9,050
| New | +$777K | 0.41% | 71 |
|