MA
MCF Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Buy |
2,648
+7
| +0.3% | +$2.23K | 0.06% | 101 |
|
|
2025
Q1 | $710K | Sell |
2,641
-86
| -3% | -$23.1K | 0.05% | 111 |
|
|
2024
Q4 | $809K | Buy |
2,727
+21
| +0.8% | +$6.23K | 0.06% | 100 |
|
|
2024
Q3 | $734K | Sell |
2,706
-21
| -0.8% | -$5.7K | 0.05% | 107 |
|
|
2024
Q2 | $631K | Buy |
2,727
+20
| +0.7% | +$4.63K | 0.05% | 116 |
|
|
2024
Q1 | $616K | Sell |
2,707
-1,211
| -31% | -$276K | 0.05% | 119 |
|
|
2023
Q4 | $734K | Buy |
3,918
+888
| +29% | +$166K | 0.06% | 103 |
|
|
2023
Q3 | $452K | Buy |
3,030
+63
| +2% | +$9.4K | 0.04% | 131 |
|
|
2023
Q2 | $517K | Sell |
2,967
-758
| -20% | -$132K | 0.05% | 119 |
|
|
2023
Q1 | $614K | Sell |
3,725
-68
| -2% | -$11.2K | 0.06% | 101 |
|
|
2022
Q4 | $560K | Buy |
3,793
+464
| +14% | +$68.6K | 0.06% | 102 |
|
|
2022
Q3 | $449K | Buy |
3,329
+765
| +30% | +$103K | 0.05% | 117 |
|
|
2022
Q2 | $356K | Sell |
2,564
-106
| -4% | -$14.7K | 0.04% | 136 |
|
|
2022
Q1 | $499K | Buy |
+2,670
| New | +$499K | 0.05% | 109 |
|
|
2021
Q4 | – | Sell |
-2,274
| Closed | -$381K | – | 95 |
|
|
2021
Q3 | $381K | Buy |
2,274
+297
| +15% | +$49.8K | 0.04% | 127 |
|
|
2021
Q2 | $327K | Sell |
1,977
-4
| -0.2% | -$662 | 0.03% | 132 |
|
|
2021
Q1 | $280K | Sell |
1,981
-642
| -24% | -$90.7K | 0.03% | 131 |
|
|
2020
Q4 | $317K | Buy |
2,623
+6
| +0.2% | +$725 | 0.04% | 109 |
|
|
2020
Q3 | $262K | Buy |
2,617
+5
| +0.2% | +$501 | 0.03% | 120 |
|
|
2020
Q2 | $249K | Buy |
2,612
+514
| +24% | +$49K | 0.03% | 121 |
|
|
2020
Q1 | $180K | Buy |
2,098
+972
| +86% | +$83.4K | 0.03% | 139 |
|
|
2019
Q4 | $140K | Sell |
1,126
-78
| -6% | -$9.7K | 0.02% | 173 |
|
|
2019
Q3 | $142K | Hold |
1,204
| – | – | 0.02% | 161 |
|
|
2019
Q2 | $149K | Hold |
1,204
| – | – | 0.02% | 160 |
|
|
2019
Q1 | $132K | Hold |
1,204
| – | – | 0.02% | 164 |
|
|
2018
Q4 | $115K | Buy |
1,204
+3
| +0.2% | +$287 | 0.02% | 167 |
|
|
2018
Q3 | $128K | Buy |
1,201
+3
| +0.3% | +$320 | 0.02% | 157 |
|
|
2018
Q2 | $117K | Buy |
1,198
+3
| +0.3% | +$293 | 0.02% | 157 |
|
|
2018
Q1 | $111K | Sell |
1,195
-99
| -8% | -$9.2K | 0.02% | 155 |
|
|
2017
Q4 | $129K | Buy |
1,294
+3
| +0.2% | +$299 | 0.02% | 153 |
|
|
2017
Q3 | $117K | Buy |
1,291
+5
| +0.4% | +$453 | 0.02% | 157 |
|
|
2017
Q2 | $108K | Buy |
1,286
+4
| +0.3% | +$336 | 0.02% | 158 |
|
|
2017
Q1 | $101K | Buy |
1,282
+6
| +0.5% | +$473 | 0.02% | 166 |
|
|
2016
Q4 | $95K | Buy |
1,276
+4
| +0.3% | +$298 | 0.02% | 152 |
|
|
2016
Q3 | $81K | Buy |
1,272
+6
| +0.5% | +$382 | 0.02% | 159 |
|
|
2016
Q2 | $77K | Buy |
1,266
+5
| +0.4% | +$304 | 0.02% | 182 |
|
|
2016
Q1 | $77K | Buy |
1,261
+959
| +318% | +$58.6K | 0.02% | 154 |
|
|
2015
Q4 | $21K | Buy |
302
+200
| +196% | +$13.9K | 0.01% | 266 |
|
|
2015
Q3 | $8K | Hold |
102
| – | – | ﹤0.01% | 342 |
|
|
2015
Q2 | $8K | Sell |
102
-44
| -30% | -$3.45K | ﹤0.01% | 348 |
|
|
2015
Q1 | $11K | Hold |
146
| – | – | ﹤0.01% | 313 |
|
|
2014
Q4 | $14K | Sell |
146
-6
| -4% | -$575 | ﹤0.01% | 281 |
|
|
2014
Q3 | $14K | Buy |
152
+108
| +245% | +$9.95K | ﹤0.01% | 280 |
|
|
2014
Q2 | $4K | Hold |
44
| – | – | ﹤0.01% | 367 |
|
|
2014
Q1 | $4K | Hold |
44
| – | – | ﹤0.01% | 364 |
|
|
2013
Q4 | $4K | Sell |
44
-400
| -90% | -$36.4K | ﹤0.01% | 346 |
|
|
2013
Q3 | $40K | Buy |
444
+44
| +11% | +$3.96K | 0.02% | 190 |
|
|
2013
Q2 | $36K | Buy |
+400
| New | +$36K | 0.02% | 175 |
|