JCIC Asset Management’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$126K	Hold	470	–	–	0.05%	59
2024 Q4	$139K	Hold	470	–	–	0.06%	52
2024 Q3	$127K	Hold	470	–	–	0.05%	53
2024 Q2	$109K	Hold	470	–	–	0.04%	54
2024 Q1	$107K	Hold	470	–	–	0.04%	56
2023 Q4	$88.1K	Hold	470	–	–	0.04%	58
2023 Q3	$70.1K	Hold	470	–	–	0.04%	59
2023 Q2	$81.9K	Hold	470	–	–	0.04%	58
2023 Q1	$77.5K	Hold	470	–	–	0.04%	54
2022 Q4	$69K	Hold	470	–	–	0.03%	60
2022 Q3	$70K	Buy	+470	New	+$70K	0.03%	61
2022 Q2	–	Sell	-484	Closed	-$91K	–	117
2022 Q1	$91K	Hold	484	–	–	0.03%	69
2021 Q4	$79K	Hold	484	–	–	0.02%	72
2021 Q3	$81K	Hold	484	–	–	0.03%	70
2021 Q2	$99K	Hold	484	–	–	0.03%	72
2021 Q1	$68K	Hold	484	–	–	0.02%	74
2020 Q4	$59K	Buy	484 +14	+3%	+$1.71K	0.02%	74
2020 Q3	$47K	Hold	470	–	–	0.02%	67
2020 Q2	$45K	Hold	470	–	–	0.02%	63
2020 Q1	$40K	Buy	470 +130	+38%	+$11.1K	0.02%	61
2019 Q4	$42K	Hold	340	–	–	0.02%	69
2019 Q3	$40K	Hold	340	–	–	0.02%	67
2019 Q2	$42K	Hold	340	–	–	0.02%	67
2019 Q1	$37K	Hold	340	–	–	0.01%	72
2018 Q4	$32K	Hold	340	–	–	0.01%	66
2018 Q3	$36K	Buy	+340	New	+$36K	0.01%	70