MGIA
Matthew Goff Investment Advisor’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
53,908
-1,035
| -2% | -$330K | 3.18% | 9 |
|
|
2025
Q1 | $14.8M | Sell |
54,943
-3,404
| -6% | -$916K | 2.73% | 11 |
|
|
2024
Q4 | $17.3M | Sell |
58,347
-377
| -0.6% | -$112K | 3.22% | 9 |
|
|
2024
Q3 | $15.9M | Sell |
58,724
-532
| -0.9% | -$144K | 3.03% | 10 |
|
|
2024
Q2 | $13.7M | Sell |
59,256
-341
| -0.6% | -$79K | 2.8% | 12 |
|
|
2024
Q1 | $13.6M | Buy |
59,597
+496
| +0.8% | +$113K | 2.75% | 13 |
|
|
2023
Q4 | $11.1M | Sell |
59,101
-199
| -0.3% | -$37.3K | 2.46% | 14 |
|
|
2023
Q3 | $8.84M | Buy |
59,300
+59
| +0.1% | +$8.8K | 2.13% | 17 |
|
|
2023
Q2 | $10.3M | Buy |
59,241
+2,660
| +5% | +$463K | 2.42% | 15 |
|
|
2023
Q1 | $9.33M | Buy |
56,581
+68
| +0.1% | +$11.2K | 2.32% | 16 |
|
|
2022
Q4 | $8.35M | Sell |
56,513
-129
| -0.2% | -$19.1K | 2.18% | 16 |
|
|
2022
Q3 | $7.64M | Buy |
56,642
+175
| +0.3% | +$23.6K | 2.18% | 15 |
|
|
2022
Q2 | $7.83M | Buy |
56,467
+425
| +0.8% | +$58.9K | 2.11% | 16 |
|
|
2022
Q1 | $10.5M | Sell |
56,042
-55
| -0.1% | -$10.3K | 2.46% | 13 |
|
|
2021
Q4 | $9.18M | Buy |
56,097
+181
| +0.3% | +$29.6K | 2.1% | 17 |
|
|
2021
Q3 | $9.37M | Buy |
55,916
+268
| +0.5% | +$44.9K | 2.3% | 15 |
|
|
2021
Q2 | $9.2M | Buy |
55,648
+1,157
| +2% | +$191K | 2.33% | 16 |
|
|
2021
Q1 | $7.71M | Sell |
54,491
-919
| -2% | -$130K | 2.17% | 16 |
|
|
2020
Q4 | $6.7M | Buy |
55,410
+2,098
| +4% | +$254K | 1.99% | 21 |
|
|
2020
Q3 | $5.35M | Buy |
53,312
+568
| +1% | +$56.9K | 1.71% | 24 |
|
|
2020
Q2 | $5.02M | Buy |
52,744
+177
| +0.3% | +$16.9K | 1.65% | 25 |
|
|
2020
Q1 | $4.5M | Buy |
52,567
+1,868
| +4% | +$160K | 1.89% | 22 |
|
|
2019
Q4 | $6.31M | Sell |
50,699
-1,743
| -3% | -$217K | 2.34% | 18 |
|
|
2019
Q3 | $6.2M | Sell |
52,442
-1,462
| -3% | -$173K | 2.56% | 14 |
|
|
2019
Q2 | $6.65M | Buy |
53,904
+1,486
| +3% | +$183K | 2.85% | 13 |
|
|
2019
Q1 | $5.73M | Buy |
52,418
+293
| +0.6% | +$32K | 2.64% | 15 |
|
|
2018
Q4 | $4.97M | Buy |
52,125
+1,853
| +4% | +$177K | 2.52% | 15 |
|
|
2018
Q3 | $5.35M | Buy |
50,272
+987
| +2% | +$105K | 2.15% | 21 |
|
|
2018
Q2 | $4.83M | Buy |
49,285
+8,632
| +21% | +$846K | 1.89% | 23 |
|
|
2018
Q1 | $3.79M | Buy |
40,653
+2,094
| +5% | +$195K | 1.59% | 26 |
|
|
2017
Q4 | $3.83M | Buy |
38,559
+1,188
| +3% | +$118K | 1.65% | 26 |
|
|
2017
Q3 | $3.38M | Buy |
37,371
+2,876
| +8% | +$260K | 1.45% | 28 |
|
|
2017
Q2 | $2.91M | Buy |
34,495
+2,347
| +7% | +$198K | 2.61% | 16 |
|
|
2017
Q1 | $2.54M | Buy |
+32,148
| New | +$2.54M | 2.43% | 17 |
|