MCF Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Buy |
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|
2025
Q1 | $710K | Sell |
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|
2024
Q4 | $809K | Buy |
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|
2024
Q3 | $734K | Sell |
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|
2024
Q2 | $631K | Buy |
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|
2024
Q1 | $616K | Sell |
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|
2023
Q4 | $734K | Buy |
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|
2023
Q3 | $452K | Buy |
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|
2023
Q2 | $517K | Sell |
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|
2023
Q1 | $614K | Sell |
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|
2022
Q4 | $560K | Buy |
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|
2022
Q3 | $449K | Buy |
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|
2022
Q2 | $356K | Sell |
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|
2022
Q1 | $499K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $381K | Buy |
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|
2021
Q2 | $327K | Sell |
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|
2021
Q1 | $280K | Sell |
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|
2020
Q4 | $317K | Buy |
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|
2020
Q3 | $262K | Buy |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | $180K | Buy |
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|
2019
Q4 | $140K | Sell |
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|
2019
Q3 | $142K | Hold |
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|
2019
Q2 | $149K | Hold |
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|
2019
Q1 | $132K | Hold |
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|
2018
Q4 | $115K | Buy |
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|
2018
Q3 | $128K | Buy |
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|
2018
Q2 | $117K | Buy |
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|
2018
Q1 | $111K | Sell |
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|
2017
Q4 | $129K | Buy |
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|
2017
Q3 | $117K | Buy |
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|
2017
Q2 | $108K | Buy |
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|
2017
Q1 | $101K | Buy |
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|
2016
Q4 | $95K | Buy |
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|
2016
Q3 | $81K | Buy |
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|
2016
Q2 | $77K | Buy |
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|
2016
Q1 | $77K | Buy |
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|
2015
Q4 | $21K | Buy |
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|
2015
Q3 | $8K | Hold |
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|
2015
Q2 | $8K | Sell |
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|
2015
Q1 | $11K | Hold |
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|
2014
Q4 | $14K | Sell |
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|
2014
Q3 | $14K | Buy |
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|
2014
Q2 | $4K | Hold |
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|
2014
Q1 | $4K | Hold |
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|
2013
Q4 | $4K | Sell |
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|
2013
Q3 | $40K | Buy |
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|
2013
Q2 | $36K | Buy |
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