JNBA Financial 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 | $68.3K | Hold |
214
| – | – | 0.01% | 266 |
|
|
2025
Q1 | $57.6K | Hold |
214
| – | – | 0.01% | 267 |
|
|
2024
Q4 | $63.5K | Hold |
214
| – | – | 0.01% | 263 |
|
|
2024
Q3 | $58K | Sell |
214
-795
| -79% | -$216K | 0.01% | 271 |
|
|
2024
Q2 | $234K | Sell |
1,009
-355
| -26% | -$82.2K | 0.02% | 179 |
|
|
2024
Q1 | $311K | Sell |
1,364
-63
| -4% | -$14.3K | 0.03% | 165 |
|
|
2023
Q4 | $267K | Sell |
1,427
-38
| -3% | -$7.12K | 0.03% | 177 |
|
|
2023
Q3 | $219K | Buy |
1,465
+10
| +0.7% | +$1.49K | 0.03% | 184 |
|
|
2023
Q2 | $253K | Sell |
1,455
-10
| -0.7% | -$1.74K | 0.03% | 178 |
|
|
2023
Q1 | $242K | Sell |
1,465
-170
| -10% | -$28K | 0.03% | 181 |
|
|
2022
Q4 | $242K | Sell |
1,635
-700
| -30% | -$103K | 0.03% | 176 |
|
|
2022
Q3 | $315K | Sell |
2,335
-100
| -4% | -$13.5K | 0.05% | 150 |
|
|
2022
Q2 | $338K | Buy |
2,435
+94
| +4% | +$13K | 0.05% | 143 |
|
|
2022
Q1 | $438K | Sell |
2,341
-52
| -2% | -$9.73K | 0.06% | 136 |
|
|
2021
Q4 | $391K | Hold |
2,393
| – | – | 0.05% | 149 |
|
|
2021
Q3 | $401K | Hold |
2,393
| – | – | 0.05% | 139 |
|
|
2021
Q2 | $395K | Buy |
2,393
+125
| +6% | +$20.6K | 0.05% | 136 |
|
|
2021
Q1 | $321K | Hold |
2,268
| – | – | 0.05% | 152 |
|
|
2020
Q4 | $274K | Buy |
2,268
+41
| +2% | +$4.95K | 0.05% | 152 |
|
|
2020
Q3 | $223K | Hold |
2,227
| – | – | 0.05% | 147 |
|
|
2020
Q2 | $212K | Hold |
2,227
| – | – | 0.05% | 147 |
|
|
2020
Q1 | $191K | Sell |
2,227
-228
| -9% | -$19.6K | 0.05% | 145 |
|
|
2019
Q4 | $306K | Sell |
2,455
-7
| -0.3% | -$873 | 0.06% | 125 |
|
|
2019
Q3 | $291K | Sell |
2,462
-91
| -4% | -$10.8K | 0.06% | 122 |
|
|
2019
Q2 | $315K | Buy |
2,553
+993
| +64% | +$123K | 0.06% | 120 |
|
|
2019
Q1 | $171K | Buy |
1,560
+1,288
| +474% | +$141K | 0.04% | 148 |
|
|
2018
Q4 | $26K | Buy |
+272
| New | +$26K | 0.01% | 272 |
|
|
2018
Q3 | – | Sell |
-272
| Closed | -$27K | – | 497 |
|
|
2018
Q2 | $27K | Hold |
272
| – | – | 0.01% | 285 |
|
|
2018
Q1 | $25K | Hold |
272
| – | – | 0.01% | 288 |
|
|
2017
Q4 | $27K | Hold |
272
| – | – | 0.01% | 281 |
|
|
2017
Q3 | $25K | Hold |
272
| – | – | 0.01% | 281 |
|
|
2017
Q2 | $23K | Buy |
272
+51
| +23% | +$4.31K | 0.01% | 277 |
|
|
2017
Q1 | $17K | Buy |
221
+36
| +19% | +$2.77K | ﹤0.01% | 310 |
|
|
2016
Q4 | $14K | Sell |
185
-4,998
| -96% | -$378K | ﹤0.01% | 332 |
|
|
2016
Q3 | $332K | Buy |
5,183
+4,998
| +2,702% | +$320K | 0.05% | 148 |
|
|
2016
Q2 | $11K | Hold |
185
| – | – | ﹤0.01% | 341 |
|
|
2016
Q1 | $11K | Hold |
185
| – | – | ﹤0.01% | 341 |
|
|
2015
Q4 | $13K | Hold |
185
| – | – | 0.01% | 323 |
|
|
2015
Q3 | $14K | Hold |
185
| – | – | 0.01% | 314 |
|
|
2015
Q2 | $14K | Hold |
185
| – | – | 0.01% | 322 |
|
|
2015
Q1 | $14K | Hold |
185
| – | – | 0.01% | 330 |
|
|
2014
Q4 | $17K | Hold |
185
| – | – | 0.01% | 303 |
|
|
2014
Q3 | $16K | Buy |
185
+55
| +42% | +$4.76K | 0.01% | 308 |
|
|
2014
Q2 | $12K | Buy |
+130
| New | +$12K | 0.01% | 328 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$7K | – | 427 |
|
|
2013
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 281 |
|