Janney Montgomery Scott’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.3M | Sell |
195,382
-354
| -0.2% | -$113K | 0.16% | 130 |
|
|
2025
Q1 | $52.7M | Sell |
195,736
-2,012
| -1% | -$541K | 0.15% | 152 |
|
|
2024
Q4 | $58.7M | Sell |
197,748
-6,610
| -3% | -$1.96M | 0.16% | 129 |
|
|
2024
Q3 | $55.4M | Buy |
204,358
+30,743
| +18% | +$8.34M | 0.15% | 131 |
|
|
2024
Q2 | $40.2M | Sell |
173,615
-3,948
| -2% | -$914K | 0.12% | 169 |
|
|
2024
Q1 | $40.4M | Sell |
177,563
-744
| -0.4% | -$169K | 0.12% | 173 |
|
|
2023
Q4 | $33.4M | Buy |
178,307
+2,284
| +1% | +$428K | 0.11% | 181 |
|
|
2023
Q3 | $26.3M | Buy |
176,023
+35,650
| +25% | +$5.32M | 0.1% | 201 |
|
|
2023
Q2 | $24.5M | Buy |
+140,373
| New | +$24.5M | 0.09% | 223 |
|
|
2023
Q1 | – | Sell |
-180,090
| Closed | -$26.6M | – | 2526 |
|
|
2022
Q4 | $26.6M | Buy |
180,090
+11,036
| +7% | +$1.63M | 0.1% | 193 |
|
|
2022
Q3 | $22.8M | Buy |
+169,054
| New | +$22.8M | 0.1% | 202 |
|
|
2021
Q1 | – | Sell |
-152,072
| Closed | -$18.4M | – | 2221 |
|
|
2020
Q4 | $18.4M | Sell |
152,072
-18,161
| -11% | -$2.2M | 0.09% | 216 |
|
|
2020
Q3 | $17.1M | Buy |
170,233
+2,540
| +2% | +$255K | 0.1% | 204 |
|
|
2020
Q2 | $16M | Buy |
167,693
+24,828
| +17% | +$2.36M | 0.1% | 209 |
|
|
2020
Q1 | $12.2M | Sell |
142,865
-13,570
| -9% | -$1.16M | 0.1% | 222 |
|
|
2019
Q4 | $19.5M | Buy |
156,435
+26,973
| +21% | +$3.36M | 0.13% | 182 |
|
|
2019
Q3 | $15.3M | Sell |
129,462
-9,538
| -7% | -$1.13M | 0.11% | 200 |
|
|
2019
Q2 | $17.2M | Sell |
139,000
-5,325
| -4% | -$657K | 0.13% | 177 |
|
|
2019
Q1 | $15.8M | Sell |
144,325
-6,781
| -4% | -$741K | 0.13% | 181 |
|
|
2018
Q4 | $14.4M | Buy |
151,106
+13,418
| +10% | +$1.28M | 0.14% | 167 |
|
|
2018
Q3 | $14.7M | Buy |
137,688
+19,881
| +17% | +$2.12M | 0.13% | 184 |
|
|
2018
Q2 | $11.5M | Sell |
117,807
-21,622
| -16% | -$2.12M | 0.11% | 205 |
|
|
2018
Q1 | $13M | Sell |
139,429
-4,925
| -3% | -$459K | 0.13% | 182 |
|
|
2017
Q4 | $14.3M | Buy |
144,354
+1,537
| +1% | +$153K | 0.15% | 162 |
|
|
2017
Q3 | $12.9M | Sell |
142,817
-6,670
| -4% | -$603K | 0.15% | 162 |
|
|
2017
Q2 | $12.6M | Sell |
149,487
-5,979
| -4% | -$504K | 0.16% | 156 |
|
|
2017
Q1 | $12.3M | Sell |
155,466
-7,905
| -5% | -$625K | 0.16% | 150 |
|
|
2016
Q4 | $12.1M | Buy |
163,371
+37,521
| +30% | +$2.78M | 0.18% | 126 |
|
|
2016
Q3 | $8.06M | Buy |
+125,850
| New | +$8.06M | 0.14% | 173 |
|
|
2016
Q2 | – | Sell |
-104,287
| Closed | -$6.4M | – | 692 |
|
|
2016
Q1 | $6.4M | Buy |
104,287
+25,092
| +32% | +$1.54M | 0.17% | 144 |
|
|
2015
Q4 | $5.51M | Sell |
79,195
-10,607
| -12% | -$738K | 0.14% | 172 |
|
|
2015
Q3 | $6.66M | Buy |
+89,802
| New | +$6.66M | 0.19% | 132 |
|
|
2015
Q2 | – | Sell |
-96,458
| Closed | -$7.54M | – | 2044 |
|
|
2015
Q1 | $7.54M | Sell |
96,458
-7,699
| -7% | -$601K | 0.14% | 177 |
|
|
2014
Q4 | $9.69M | Buy |
104,157
+5,440
| +6% | +$506K | 0.19% | 115 |
|
|
2014
Q3 | $8.64M | Sell |
98,717
-674
| -0.7% | -$59K | 0.18% | 124 |
|
|
2014
Q2 | $9.43M | Buy |
99,391
+16,241
| +20% | +$1.54M | 0.21% | 108 |
|
|
2014
Q1 | $7.49M | Buy |
83,150
+12,551
| +18% | +$1.13M | 0.18% | 126 |
|
|
2013
Q4 | $6.41M | Buy |
70,599
+932
| +1% | +$84.6K | 0.17% | 135 |
|
|
2013
Q3 | $5.26M | Buy |
69,667
+40,284
| +137% | +$3.04M | 0.16% | 149 |
|
|
2013
Q2 | $2.2M | Buy |
+29,383
| New | +$2.2M | 0.23% | 109 |
|