Jones Financial Companies’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
72,981
+17,467
| +31% | +$5.54M | 0.02% | 236 |
|
|
2025
Q1 | $14.7M | Buy |
55,514
+18,017
| +48% | +$4.79M | 0.01% | 252 |
|
|
2024
Q4 | $11.1M | Buy |
37,497
+12,035
| +47% | +$3.57M | 0.01% | 246 |
|
|
2024
Q3 | $6.9M | Buy |
25,462
+11,597
| +84% | +$3.14M | 0.01% | 250 |
|
|
2024
Q2 | $3.21M | Buy |
13,865
+8,877
| +178% | +$2.06M | ﹤0.01% | 255 |
|
|
2024
Q1 | $1.14M | Buy |
4,988
+1,348
| +37% | +$307K | ﹤0.01% | 246 |
|
|
2023
Q4 | $682K | Sell |
3,640
-637
| -15% | -$119K | ﹤0.01% | 226 |
|
|
2023
Q3 | $638K | Sell |
4,277
-4,514
| -51% | -$673K | ﹤0.01% | 205 |
|
|
2023
Q2 | $1.53M | Sell |
8,791
-327
| -4% | -$57K | ﹤0.01% | 171 |
|
|
2023
Q1 | $1.5M | Sell |
9,118
-320
| -3% | -$52.8K | ﹤0.01% | 170 |
|
|
2022
Q4 | $1.39M | Buy |
9,438
+575
| +6% | +$84.9K | ﹤0.01% | 171 |
|
|
2022
Q3 | $1.2M | Buy |
8,863
+8,416
| +1,883% | +$1.14M | ﹤0.01% | 158 |
|
|
2022
Q2 | $62K | Sell |
447
-140
| -24% | -$19.4K | ﹤0.01% | 321 |
|
|
2022
Q1 | $110K | Sell |
587
-46
| -7% | -$8.62K | ﹤0.01% | 298 |
|
|
2021
Q4 | $104K | Buy |
633
+40
| +7% | +$6.57K | ﹤0.01% | 305 |
|
|
2021
Q3 | $99K | Sell |
593
-10
| -2% | -$1.67K | ﹤0.01% | 275 |
|
|
2021
Q2 | $100K | Sell |
603
-272
| -31% | -$45.1K | ﹤0.01% | 265 |
|
|
2021
Q1 | $124K | Sell |
875
-738
| -46% | -$105K | ﹤0.01% | 260 |
|
|
2020
Q4 | $195K | Buy |
+1,613
| New | +$195K | ﹤0.01% | 210 |
|
|
2016
Q1 | – | Sell |
-10,914
| Closed | -$759K | – | 219 |
|
|
2015
Q4 | $759K | Sell |
10,914
-3,262
| -23% | -$227K | ﹤0.01% | 163 |
|
|
2015
Q3 | $1.05M | Sell |
14,176
-1,768
| -11% | -$131K | 0.01% | 151 |
|
|
2015
Q2 | $1.24M | Sell |
15,944
-956
| -6% | -$74.3K | 0.01% | 141 |
|
|
2015
Q1 | $1.32M | Sell |
16,900
-6,067
| -26% | -$474K | 0.01% | 140 |
|
|
2014
Q4 | $2.14M | Sell |
22,967
-2,222
| -9% | -$207K | 0.01% | 122 |
|
|
2014
Q3 | $2.21M | Sell |
25,189
-4,445
| -15% | -$389K | 0.02% | 119 |
|
|
2014
Q2 | $2.81M | Sell |
29,634
-5,488
| -16% | -$521K | 0.02% | 106 |
|
|
2014
Q1 | $3.16M | Sell |
35,122
-17,570
| -33% | -$1.58M | 0.03% | 94 |
|
|
2013
Q4 | $4.78M | Buy |
52,692
+5,487
| +12% | +$498K | 0.04% | 72 |
|
|
2013
Q3 | $3.57M | Sell |
47,205
-3,646
| -7% | -$275K | 0.03% | 79 |
|
|
2013
Q2 | $3.8M | Buy |
+50,851
| New | +$3.8M | 0.04% | 70 |
|