McIlrath & Eck’s American Express AXP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$894K	Hold	2,802	–	–	0.1%	57
2025 Q1	$754K	Hold	2,802	–	–	0.09%	60
2024 Q4	$832K	Hold	2,802	–	–	0.11%	57
2024 Q3	$760K	Hold	2,802	–	–	0.1%	58
2024 Q2	$649K	Hold	2,802	–	–	0.1%	58
2024 Q1	$638K	Hold	2,802	–	–	0.1%	55
2023 Q4	$525K	Hold	2,802	–	–	0.09%	64
2023 Q3	$418K	Sell	2,802 -50	-2%	-$7.46K	0.08%	74
2023 Q2	$497K	Sell	2,852 -10	-0.3%	-$1.74K	0.1%	58
2023 Q1	$472K	Buy	2,862 +10	+0.4%	+$1.65K	0.11%	55
2022 Q4	$421K	Hold	2,852	–	–	0.11%	61
2022 Q3	$385K	Hold	2,852	–	–	0.11%	57
2022 Q2	$395K	Hold	2,852	–	–	0.12%	51
2022 Q1	$533K	Buy	2,852 +5	+0.2%	+$934	0.15%	39
2021 Q4	$466K	Hold	2,847	–	–	0.13%	43
2021 Q3	$477K	Sell	2,847 -8	-0.3%	-$1.34K	0.14%	41
2021 Q2	$472K	Sell	2,855 -854	-23%	-$141K	0.14%	43
2021 Q1	$525K	Hold	3,709	–	–	0.18%	32
2020 Q4	$448K	Sell	3,709 -160	-4%	-$19.3K	0.17%	35
2020 Q3	$388K	Buy	3,869 +12	+0.3%	+$1.2K	0.17%	35
2020 Q2	$367K	Buy	3,857 +30	+0.8%	+$2.86K	0.17%	32
2020 Q1	$328K	Buy	3,827 +284	+8%	+$24.3K	0.18%	28
2019 Q4	$441K	Hold	3,543	–	–	0.21%	28
2019 Q3	$419K	Buy	3,543 +1,199	+51%	+$142K	0.22%	26
2019 Q2	$256K	Hold	2,344	–	–	0.14%	38
2019 Q1	$256K	Buy	2,344 +158	+7%	+$17.3K	0.14%	38
2018 Q4	$208K	Buy	2,186 +1,950	+826%	+$186K	0.13%	41
2018 Q3	$25K	Buy	236 +141	+148%	+$14.9K	0.01%	181
2018 Q2	$9K	Hold	95	–	–	0.01%	287
2018 Q1	$9K	Buy	95 +5	+6%	+$474	0.01%	272
2017 Q4	$9K	Buy	+90	New	+$9K	0.01%	290