MG
Mather Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
6,388
+316
| +5% | +$101K | 0.02% | 190 |
|
|
2025
Q1 | $1.63M | Buy |
6,072
+473
| +8% | +$127K | 0.02% | 194 |
|
|
2024
Q4 | $1.66M | Sell |
5,599
-331
| -6% | -$98.2K | 0.02% | 182 |
|
|
2024
Q3 | $1.61M | Sell |
5,930
-2,963
| -33% | -$804K | 0.02% | 189 |
|
|
2024
Q2 | $2.02M | Buy |
8,893
+3,443
| +63% | +$784K | 0.02% | 179 |
|
|
2024
Q1 | $1.02M | Sell |
5,450
-460
| -8% | -$86.2K | 0.02% | 217 |
|
|
2023
Q4 | $1.11M | Sell |
5,910
-158
| -3% | -$29.6K | 0.02% | 217 |
|
|
2023
Q3 | $905K | Sell |
6,068
-376
| -6% | -$56.1K | 0.02% | 229 |
|
|
2023
Q2 | $1.12M | Buy |
6,444
+996
| +18% | +$173K | 0.02% | 210 |
|
|
2023
Q1 | $899K | Sell |
5,448
-5,961
| -52% | -$983K | 0.02% | 226 |
|
|
2022
Q4 | $1.69M | Sell |
11,409
-567
| -5% | -$83.8K | 0.03% | 149 |
|
|
2022
Q3 | $1.62M | Buy |
11,976
+1,017
| +9% | +$137K | 0.03% | 149 |
|
|
2022
Q2 | $1.52M | Buy |
10,959
+248
| +2% | +$34.4K | 0.03% | 146 |
|
|
2022
Q1 | $2M | Buy |
10,711
+5,490
| +105% | +$1.03M | 0.04% | 111 |
|
|
2021
Q4 | $854K | Buy |
5,221
+2,690
| +106% | +$440K | 0.02% | 165 |
|
|
2021
Q3 | $424K | Sell |
2,531
-38
| -1% | -$6.37K | 0.01% | 185 |
|
|
2021
Q2 | $424K | Buy |
2,569
+3
| +0.1% | +$495 | 0.01% | 176 |
|
|
2021
Q1 | $363K | Sell |
2,566
-64
| -2% | -$9.05K | 0.01% | 185 |
|
|
2020
Q4 | $318K | Buy |
2,630
+1
| +0% | +$121 | 0.01% | 180 |
|
|
2020
Q3 | $264K | Sell |
2,629
-996
| -27% | -$100K | 0.01% | 194 |
|
|
2020
Q2 | $345K | Buy |
+3,625
| New | +$345K | 0.02% | 160 |
|