JFS Wealth 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 | $606K | Buy |
1,899
+307
| +19% | +$97.9K | 0.04% | 191 |
|
|
2025
Q1 | $428K | Buy |
1,592
+149
| +10% | +$40.1K | 0.03% | 211 |
|
|
2024
Q4 | $428K | Sell |
1,443
-118
| -8% | -$35K | 0.03% | 211 |
|
|
2024
Q3 | $423K | Buy |
1,561
+6
| +0.4% | +$1.63K | 0.03% | 213 |
|
|
2024
Q2 | $360K | Sell |
1,555
-2
| -0.1% | -$463 | 0.03% | 177 |
|
|
2024
Q1 | $354K | Buy |
1,557
+1
| +0.1% | +$228 | 0.03% | 185 |
|
|
2023
Q4 | $292K | Buy |
1,556
+4
| +0.3% | +$749 | 0.02% | 192 |
|
|
2023
Q3 | $232K | Buy |
1,552
+259
| +20% | +$38.6K | 0.02% | 209 |
|
|
2023
Q2 | $225K | Sell |
1,293
-19
| -1% | -$3.31K | 0.02% | 207 |
|
|
2023
Q1 | $216K | Buy |
1,312
+13
| +1% | +$2.14K | 0.02% | 210 |
|
|
2022
Q4 | $192K | Sell |
1,299
-66
| -5% | -$9.75K | 0.02% | 217 |
|
|
2022
Q3 | $184K | Buy |
1,365
+99
| +8% | +$13.3K | 0.02% | 220 |
|
|
2022
Q2 | $175K | Sell |
1,266
-30
| -2% | -$4.15K | 0.02% | 228 |
|
|
2022
Q1 | $242K | Buy |
1,296
+98
| +8% | +$18.3K | 0.02% | 211 |
|
|
2021
Q4 | $196K | Buy |
1,198
+58
| +5% | +$9.49K | 0.02% | 226 |
|
|
2021
Q3 | $191K | Buy |
1,140
+250
| +28% | +$41.9K | 0.02% | 220 |
|
|
2021
Q2 | $147K | Hold |
890
| – | – | 0.02% | 190 |
|
|
2021
Q1 | $126K | Sell |
890
-335
| -27% | -$47.4K | 0.03% | 174 |
|
|
2020
Q4 | $148K | Buy |
1,225
+50
| +4% | +$6.04K | 0.03% | 158 |
|
|
2020
Q3 | $118K | Hold |
1,175
| – | – | 0.03% | 165 |
|
|
2020
Q2 | $112K | Hold |
1,175
| – | – | 0.03% | 168 |
|
|
2020
Q1 | $101K | Buy |
1,175
+182
| +18% | +$15.6K | 0.03% | 169 |
|
|
2019
Q4 | $124K | Hold |
993
| – | – | 0.03% | 170 |
|
|
2019
Q3 | $117K | Buy |
993
+18
| +2% | +$2.12K | 0.03% | 176 |
|
|
2019
Q2 | $120K | Hold |
975
| – | – | 0.03% | 169 |
|
|
2019
Q1 | $107K | Hold |
975
| – | – | 0.03% | 174 |
|
|
2018
Q4 | $93K | Hold |
975
| – | – | 0.02% | 181 |
|
|
2018
Q3 | $104K | Hold |
975
| – | – | 0.03% | 190 |
|
|
2018
Q2 | $96K | Buy |
975
+248
| +34% | +$24.4K | 0.03% | 197 |
|
|
2018
Q1 | $68K | Hold |
727
| – | – | 0.02% | 223 |
|
|
2017
Q4 | $72K | Buy |
727
+37
| +5% | +$3.66K | 0.02% | 226 |
|
|
2017
Q3 | $62K | Hold |
690
| – | – | 0.02% | 221 |
|
|
2017
Q2 | $58K | Sell |
690
-157
| -19% | -$13.2K | 0.02% | 210 |
|
|
2017
Q1 | $63K | Hold |
847
| – | – | 0.02% | 204 |
|
|
2016
Q4 | $63K | Hold |
847
| – | – | 0.02% | 204 |
|
|
2016
Q3 | $54K | Sell |
847
-3,100
| -79% | -$198K | 0.02% | 234 |
|
|
2016
Q2 | $240K | Buy |
3,947
+2,068
| +110% | +$126K | 0.07% | 137 |
|
|
2016
Q1 | $115K | Sell |
1,879
-124
| -6% | -$7.59K | 0.03% | 162 |
|
|
2015
Q4 | $140K | Buy |
2,003
+313
| +19% | +$21.9K | 0.04% | 158 |
|
|
2015
Q3 | $125K | Buy |
+1,690
| New | +$125K | 0.06% | 136 |
|