MWM
Mascoma Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Hold |
621
| – | – | 0.05% | 91 |
|
|
2025
Q1 | $167K | Hold |
621
| – | – | 0.04% | 99 |
|
|
2024
Q4 | $184K | Sell |
621
-39
| -6% | -$11.6K | 0.05% | 97 |
|
|
2024
Q3 | $179K | Sell |
660
-40
| -6% | -$10.8K | 0.04% | 99 |
|
|
2024
Q2 | $162K | Sell |
700
-109
| -13% | -$25.2K | 0.04% | 103 |
|
|
2024
Q1 | $184K | Hold |
809
| – | – | 0.05% | 99 |
|
|
2023
Q4 | $152K | Hold |
809
| – | – | 0.05% | 111 |
|
|
2023
Q3 | $121K | Hold |
809
| – | – | 0.04% | 125 |
|
|
2023
Q2 | $134K | Hold |
809
| – | – | 0.04% | 121 |
|
|
2023
Q1 | $131K | Hold |
809
| – | – | 0.04% | 144 |
|
|
2022
Q4 | $120K | Hold |
809
| – | – | 0.04% | 150 |
|
|
2022
Q3 | $109K | Hold |
809
| – | – | 0.04% | 156 |
|
|
2022
Q2 | $112K | Hold |
809
| – | – | 0.04% | 161 |
|
|
2022
Q1 | $151K | Buy |
809
+24
| +3% | +$4.48K | 0.05% | 141 |
|
|
2021
Q4 | $128K | Hold |
785
| – | – | 0.04% | 141 |
|
|
2021
Q3 | $132K | Buy |
+785
| New | +$132K | 0.05% | 128 |
|
|
2021
Q2 | – | Sell |
-785
| Closed | -$111K | – | 128 |
|
|
2021
Q1 | $111K | Buy |
+785
| New | +$111K | 0.05% | 144 |
|
|
2019
Q3 | – | Sell |
-745
| Closed | -$92K | – | 100 |
|
|
2019
Q2 | $92K | Hold |
745
| – | – | 0.06% | 120 |
|
|
2019
Q1 | $81K | Hold |
745
| – | – | 0.05% | 120 |
|
|
2018
Q4 | $71K | Sell |
745
-250
| -25% | -$23.8K | 0.05% | 123 |
|
|
2018
Q3 | $106K | Hold |
995
| – | – | 0.07% | 117 |
|
|
2018
Q2 | $98K | Buy |
995
+40
| +4% | +$3.94K | 0.07% | 114 |
|
|
2018
Q1 | $89K | Hold |
955
| – | – | 0.06% | 120 |
|
|
2017
Q4 | $92K | Hold |
955
| – | – | 0.06% | 115 |
|
|
2017
Q3 | $86K | Hold |
955
| – | – | 0.06% | 122 |
|
|
2017
Q2 | $80K | Sell |
955
-100
| -9% | -$8.38K | 0.05% | 128 |
|
|
2017
Q1 | $83K | Hold |
1,055
| – | – | 0.06% | 114 |
|
|
2016
Q4 | $78K | Buy |
+1,055
| New | +$78K | 0.06% | 117 |
|