JFS Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
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|
2025
Q1 | $428K | Buy |
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|
2024
Q4 | $428K | Sell |
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|
2024
Q3 | $423K | Buy |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $292K | Buy |
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|
2023
Q3 | $232K | Buy |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q4 | $192K | Sell |
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|
2022
Q3 | $184K | Buy |
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|
2022
Q2 | $175K | Sell |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $196K | Buy |
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|
2021
Q3 | $191K | Buy |
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|
2021
Q2 | $147K | Hold |
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|
2021
Q1 | $126K | Sell |
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|
2020
Q4 | $148K | Buy |
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|
2020
Q3 | $118K | Hold |
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|
2020
Q2 | $112K | Hold |
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|
2020
Q1 | $101K | Buy |
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|
2019
Q4 | $124K | Hold |
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|
2019
Q3 | $117K | Buy |
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|
2019
Q2 | $120K | Hold |
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|
2019
Q1 | $107K | Hold |
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|
2018
Q4 | $93K | Hold |
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|
2018
Q3 | $104K | Hold |
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|
2018
Q2 | $96K | Buy |
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|
2018
Q1 | $68K | Hold |
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|
2017
Q4 | $72K | Buy |
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|
2017
Q3 | $62K | Hold |
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|
2017
Q2 | $58K | Sell |
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|
2017
Q1 | $63K | Hold |
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|
2016
Q4 | $63K | Hold |
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|
2016
Q3 | $54K | Sell |
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|
2016
Q2 | $240K | Buy |
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|
2016
Q1 | $115K | Sell |
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|
2015
Q4 | $140K | Buy |
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|
2015
Q3 | $125K | Buy |
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