ML
McAdam LLC’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
6,633
+99
| +2% | +$31.6K | 0.12% | 92 |
|
|
2025
Q1 | $1.76M | Sell |
6,534
-21
| -0.3% | -$5.65K | 0.11% | 96 |
|
|
2024
Q4 | $1.95M | Sell |
6,555
-41
| -0.6% | -$12.2K | 0.11% | 96 |
|
|
2024
Q3 | $1.79M | Sell |
6,596
-613
| -9% | -$166K | 0.1% | 98 |
|
|
2024
Q2 | $1.67M | Buy |
7,209
+129
| +2% | +$29.9K | 0.1% | 89 |
|
|
2024
Q1 | $1.61M | Buy |
7,080
+29
| +0.4% | +$6.6K | 0.1% | 92 |
|
|
2023
Q4 | $1.32M | Sell |
7,051
-23
| -0.3% | -$4.31K | 0.1% | 94 |
|
|
2023
Q3 | $1.06M | Buy |
7,074
+10
| +0.1% | +$1.49K | 0.09% | 105 |
|
|
2023
Q2 | $1.23M | Buy |
7,064
+153
| +2% | +$26.7K | 0.1% | 98 |
|
|
2023
Q1 | $1.14M | Buy |
6,911
+613
| +10% | +$101K | 0.1% | 102 |
|
|
2022
Q4 | $1.03M | Sell |
6,298
-478
| -7% | -$78.2K | 0.1% | 75 |
|
|
2022
Q3 | $914K | Buy |
6,776
+32
| +0.5% | +$4.32K | 0.1% | 100 |
|
|
2022
Q2 | $935K | Buy |
6,744
+440
| +7% | +$61K | 0.1% | 100 |
|
|
2022
Q1 | $1.18M | Buy |
6,304
+6
| +0.1% | +$1.12K | 0.11% | 76 |
|
|
2021
Q4 | $1.03M | Sell |
6,298
-127
| -2% | -$20.8K | 0.1% | 75 |
|
|
2021
Q3 | $1.08M | Sell |
6,425
-62
| -1% | -$10.4K | 0.12% | 71 |
|
|
2021
Q2 | $1.12M | Sell |
6,487
-572
| -8% | -$98.3K | 0.13% | 69 |
|
|
2021
Q1 | $998K | Buy |
7,059
+89
| +1% | +$12.6K | 0.14% | 65 |
|
|
2020
Q4 | $844K | Hold |
6,970
| – | – | 0.13% | 68 |
|
|
2020
Q3 | $699K | Hold |
6,970
| – | – | 0.13% | 57 |
|
|
2020
Q2 | $664K | Buy |
+6,970
| New | +$664K | 0.14% | 58 |
|
|
2018
Q2 | – | Sell |
-45
| Closed | -$4K | – | 642 |
|
|
2018
Q1 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 422 |
|