MSA
Marino Stram & Associates’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Buy |
2,377
+1
| +0% | +$319 | 0.15% | 96 |
|
|
2025
Q1 | $639K | Hold |
2,376
| – | – | 0.14% | 103 |
|
|
2024
Q4 | $705K | Sell |
2,376
-98
| -4% | -$29.1K | 0.16% | 100 |
|
|
2024
Q3 | $671K | Buy |
2,474
+120
| +5% | +$32.5K | 0.15% | 101 |
|
|
2024
Q2 | $545K | Hold |
2,354
| – | – | 0.13% | 103 |
|
|
2024
Q1 | $536K | Buy |
2,354
+7
| +0.3% | +$1.59K | 0.13% | 108 |
|
|
2023
Q4 | $440K | Hold |
2,347
| – | – | 0.11% | 112 |
|
|
2023
Q3 | $350K | Buy |
2,347
+12
| +0.5% | +$1.79K | 0.1% | 117 |
|
|
2023
Q2 | $407K | Buy |
2,335
+48
| +2% | +$8.36K | 0.12% | 109 |
|
|
2023
Q1 | $377K | Buy |
2,287
+11
| +0.5% | +$1.82K | 0.11% | 111 |
|
|
2022
Q4 | $336K | Sell |
2,276
-48
| -2% | -$7.09K | 0.11% | 112 |
|
|
2022
Q3 | $314K | Buy |
2,324
+36
| +2% | +$4.86K | 0.11% | 110 |
|
|
2022
Q2 | $317K | Buy |
2,288
+265
| +13% | +$36.7K | 0.11% | 116 |
|
|
2022
Q1 | $378K | Buy |
2,023
+66
| +3% | +$12.3K | 0.12% | 113 |
|
|
2021
Q4 | $320K | Buy |
1,957
+88
| +5% | +$14.4K | 0.1% | 123 |
|
|
2021
Q3 | $313K | Sell |
1,869
-2,789
| -60% | -$467K | 0.11% | 119 |
|
|
2021
Q2 | $770K | Buy |
4,658
+2,996
| +180% | +$495K | 0.2% | 93 |
|
|
2021
Q1 | $235K | Hold |
1,662
| – | – | 0.09% | 124 |
|
|
2020
Q4 | $201K | Buy |
+1,662
| New | +$201K | 0.09% | 123 |
|
|
2019
Q2 | – | Sell |
-1,273
| Closed | -$139K | – | 118 |
|
|
2019
Q1 | $139K | Hold |
1,273
| – | – | 0.1% | 90 |
|
|
2018
Q4 | $121K | Sell |
1,273
-80
| -6% | -$7.6K | 0.11% | 94 |
|
|
2018
Q3 | $144K | Hold |
1,353
| – | – | 0.12% | 95 |
|
|
2018
Q2 | $133K | Buy |
1,353
+21
| +2% | +$2.06K | 0.12% | 99 |
|
|
2018
Q1 | $124K | Hold |
1,332
| – | – | 0.11% | 100 |
|
|
2017
Q4 | $132K | Buy |
+1,332
| New | +$132K | 0.12% | 95 |
|