JIC
Joel Isaacson & Co’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
11,727
+1,503
| +15% | +$479K | 0.15% | 67 |
|
|
2025
Q1 | $2.75M | Buy |
10,224
+381
| +4% | +$103K | 0.12% | 79 |
|
|
2024
Q4 | $2.92M | Hold |
9,843
| – | – | 0.13% | 72 |
|
|
2024
Q3 | $2.67M | Sell |
9,843
-256
| -3% | -$69.4K | 0.13% | 75 |
|
|
2024
Q2 | $2.34M | Buy |
10,099
+408
| +4% | +$94.5K | 0.12% | 76 |
|
|
2024
Q1 | $2.21M | Buy |
9,691
+4
| +0% | +$911 | 0.12% | 81 |
|
|
2023
Q4 | $1.81M | Buy |
9,687
+1,904
| +24% | +$357K | 0.11% | 86 |
|
|
2023
Q3 | $1.16M | Buy |
7,783
+350
| +5% | +$52.2K | 0.08% | 106 |
|
|
2023
Q2 | $1.29M | Hold |
7,433
| – | – | 0.09% | 101 |
|
|
2023
Q1 | $1.23M | Hold |
7,433
| – | – | 0.09% | 99 |
|
|
2022
Q4 | $1.1M | Sell |
7,433
-216
| -3% | -$31.9K | 0.08% | 99 |
|
|
2022
Q3 | $1.03M | Buy |
7,649
+92
| +1% | +$12.4K | 0.09% | 102 |
|
|
2022
Q2 | $1.05M | Hold |
7,557
| – | – | 0.09% | 96 |
|
|
2022
Q1 | $1.39M | Hold |
7,557
| – | – | 0.1% | 89 |
|
|
2021
Q4 | $1.24M | Hold |
7,557
| – | – | 0.08% | 103 |
|
|
2021
Q3 | $1.27M | Buy |
7,557
+6
| +0.1% | +$1.01K | 0.1% | 97 |
|
|
2021
Q2 | $1.25M | Buy |
7,551
+356
| +5% | +$58.8K | 0.1% | 88 |
|
|
2021
Q1 | $1.02M | Hold |
7,195
| – | – | 0.09% | 91 |
|
|
2020
Q4 | $870K | Hold |
7,195
| – | – | 0.09% | 97 |
|
|
2020
Q3 | $721K | Sell |
7,195
-17
| -0.2% | -$1.7K | 0.09% | 97 |
|
|
2020
Q2 | $687K | Buy |
7,212
+654
| +10% | +$62.3K | 0.1% | 95 |
|
|
2020
Q1 | $561K | Sell |
6,558
-195
| -3% | -$16.7K | 0.1% | 96 |
|
|
2019
Q4 | $841K | Hold |
6,753
| – | – | 0.11% | 85 |
|
|
2019
Q3 | $799K | Sell |
6,753
-159
| -2% | -$18.8K | 0.11% | 86 |
|
|
2019
Q2 | $853K | Sell |
6,912
-3
| -0% | -$370 | 0.12% | 81 |
|
|
2019
Q1 | $756K | Sell |
6,915
-53
| -0.8% | -$5.79K | 0.11% | 99 |
|
|
2018
Q4 | $687K | Buy |
6,968
+375
| +6% | +$37K | 0.11% | 106 |
|
|
2018
Q3 | $702K | Sell |
6,593
-355
| -5% | -$37.8K | 0.11% | 93 |
|
|
2018
Q2 | $681K | Hold |
6,948
| – | – | 0.11% | 93 |
|
|
2018
Q1 | $648K | Hold |
6,948
| – | – | 0.11% | 97 |
|
|
2017
Q4 | $690K | Buy |
6,948
+150
| +2% | +$14.9K | 0.12% | 91 |
|
|
2017
Q3 | $615K | Hold |
6,798
| – | – | 0.11% | 93 |
|
|
2017
Q2 | $573K | Hold |
6,798
| – | – | 0.11% | 91 |
|
|
2017
Q1 | $538K | Sell |
6,798
-300
| -4% | -$23.7K | 0.11% | 87 |
|
|
2016
Q4 | $526K | Sell |
7,098
-225
| -3% | -$16.7K | 0.11% | 82 |
|
|
2016
Q3 | $469K | Buy |
7,323
+230
| +3% | +$14.7K | 0.1% | 93 |
|
|
2016
Q2 | $431K | Sell |
7,093
-2,703
| -28% | -$164K | 0.09% | 102 |
|
|
2016
Q1 | $601K | Sell |
9,796
-1,000
| -9% | -$61.4K | 0.13% | 75 |
|
|
2015
Q4 | $751K | Hold |
10,796
| – | – | 0.18% | 59 |
|
|
2015
Q3 | $800K | Hold |
10,796
| – | – | 0.21% | 50 |
|
|
2015
Q2 | $839K | Buy |
10,796
+1,403
| +15% | +$109K | 0.22% | 54 |
|
|
2015
Q1 | $734K | Sell |
9,393
-225
| -2% | -$17.6K | 0.19% | 61 |
|
|
2014
Q4 | $895K | Sell |
9,618
-75
| -0.8% | -$6.98K | 0.24% | 54 |
|
|
2014
Q3 | $849K | Hold |
9,693
| – | – | 0.26% | 50 |
|
|
2014
Q2 | $920K | Sell |
9,693
-400
| -4% | -$38K | 0.29% | 44 |
|
|
2014
Q1 | $909K | Sell |
10,093
-100
| -1% | -$9.01K | 0.31% | 44 |
|
|
2013
Q4 | $925K | Buy |
10,193
+45
| +0.4% | +$4.08K | 0.34% | 37 |
|
|
2013
Q3 | $766K | Buy |
10,148
+666
| +7% | +$50.3K | 0.31% | 41 |
|
|
2013
Q2 | $709K | Buy |
+9,482
| New | +$709K | 0.33% | 40 |
|