JJBC
James J. Burns & Company’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Sell |
1,453
-2
| -0.1% | -$638 | 0.08% | 89 |
|
|
2025
Q1 | $391K | Hold |
1,455
| – | – | 0.07% | 97 |
|
|
2024
Q4 | $432K | Buy |
1,455
+296
| +26% | +$87.9K | 0.08% | 94 |
|
|
2024
Q3 | $315K | Hold |
1,159
| – | – | 0.06% | 104 |
|
|
2024
Q2 | $268K | Buy |
+1,159
| New | +$268K | 0.05% | 108 |
|
|
2024
Q1 | – | Sell |
-1,135
| Closed | -$213K | – | 87 |
|
|
2023
Q4 | $213K | Buy |
+1,135
| New | +$213K | 0.05% | 115 |
|