Jackson Grant Investment Advisers’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 | $64.8K | Hold |
203
| – | – | 0.02% | 166 |
|
|
2025
Q1 | $54.6K | Hold |
203
| – | – | 0.02% | 170 |
|
|
2024
Q4 | $60.2K | Hold |
203
| – | – | 0.02% | 170 |
|
|
2024
Q3 | $55.1K | Hold |
203
| – | – | 0.02% | 174 |
|
|
2024
Q2 | $47K | Hold |
203
| – | – | 0.02% | 184 |
|
|
2024
Q1 | $46.2K | Hold |
203
| – | – | 0.02% | 184 |
|
|
2023
Q4 | $38K | Hold |
203
| – | – | 0.02% | 187 |
|
|
2023
Q3 | $30.3K | Hold |
203
| – | – | 0.01% | 198 |
|
|
2023
Q2 | $35.4K | Hold |
203
| – | – | 0.02% | 191 |
|
|
2023
Q1 | $33.5K | Buy |
203
+13
| +7% | +$2.14K | 0.02% | 218 |
|
|
2022
Q4 | $28.1K | Hold |
190
| – | – | 0.01% | 230 |
|
|
2022
Q3 | $26K | Hold |
190
| – | – | 0.01% | 237 |
|
|
2022
Q2 | $26K | Hold |
190
| – | – | 0.01% | 244 |
|
|
2022
Q1 | $36K | Hold |
190
| – | – | 0.02% | 232 |
|
|
2021
Q4 | $31K | Hold |
190
| – | – | 0.02% | 204 |
|
|
2021
Q3 | $32K | Buy |
190
+100
| +111% | +$16.8K | 0.01% | 248 |
|
|
2021
Q2 | $15K | Hold |
90
| – | – | 0.01% | 323 |
|
|
2021
Q1 | $13K | Hold |
90
| – | – | 0.01% | 322 |
|
|
2020
Q4 | $11K | Hold |
90
| – | – | 0.01% | 305 |
|
|
2020
Q3 | $9K | Hold |
90
| – | – | 0.01% | 207 |
|
|
2020
Q2 | $9K | Buy |
+90
| New | +$9K | 0.01% | 204 |
|
|
2019
Q1 | – | Sell |
-61
| Closed | -$6K | – | 229 |
|
|
2018
Q4 | $6K | Buy |
+61
| New | +$6K | ﹤0.01% | 207 |
|
|
2016
Q1 | – | Sell |
-1,112
| Closed | -$77K | – | 164 |
|
|
2015
Q4 | $77K | Buy |
+1,112
| New | +$77K | 0.07% | 89 |
|