Jones Financial Companies’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 | $23.2M | Buy |
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|
2025
Q1 | $14.7M | Buy |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $6.9M | Buy |
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|
2024
Q2 | $3.21M | Buy |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $682K | Sell |
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|
2023
Q3 | $638K | Sell |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $62K | Sell |
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|
2022
Q1 | $110K | Sell |
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|
2021
Q4 | $104K | Buy |
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|
2021
Q3 | $99K | Sell |
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|
2021
Q2 | $100K | Sell |
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|
2021
Q1 | $124K | Sell |
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|
2020
Q4 | $195K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $759K | Sell |
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|
2015
Q3 | $1.05M | Sell |
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|
2015
Q2 | $1.24M | Sell |
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|
2015
Q1 | $1.32M | Sell |
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|
2014
Q4 | $2.14M | Sell |
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|
2014
Q3 | $2.21M | Sell |
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|
2014
Q2 | $2.81M | Sell |
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|
2014
Q1 | $3.16M | Sell |
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|
2013
Q4 | $4.78M | Buy |
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|
2013
Q3 | $3.56M | Sell |
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|
2013
Q2 | $3.8M | Buy |
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