MAM
McLean Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Buy |
2,472
+63
| +3% | +$20.5K | 0.21% | 59 |
|
|
2025
Q1 | $557K | Sell |
2,409
-145
| -6% | -$33.5K | 0.18% | 68 |
|
|
2024
Q4 | $758K | Buy |
2,554
+142
| +6% | +$42.2K | 0.23% | 59 |
|
|
2024
Q3 | $666K | Sell |
2,412
-92
| -4% | -$25.4K | 0.2% | 66 |
|
|
2024
Q2 | $598K | Buy |
2,504
+33
| +1% | +$7.88K | 0.19% | 65 |
|
|
2024
Q1 | $543K | Sell |
2,471
-17
| -0.7% | -$3.74K | 0.19% | 64 |
|
|
2023
Q4 | $470K | Sell |
2,488
-91
| -4% | -$17.2K | 0.18% | 67 |
|
|
2023
Q3 | $389K | Buy |
2,579
+7
| +0.3% | +$1.06K | 0.16% | 76 |
|
|
2023
Q2 | $448K | Sell |
2,572
-97
| -4% | -$16.9K | 0.18% | 68 |
|
|
2023
Q1 | $440K | Sell |
2,669
-49
| -2% | -$8.08K | 0.18% | 66 |
|
|
2022
Q4 | $402K | Buy |
2,718
+48
| +2% | +$7.09K | 0.14% | 82 |
|
|
2022
Q3 | $371K | Buy |
2,670
+27
| +1% | +$3.75K | 0.14% | 71 |
|
|
2022
Q2 | $365K | Sell |
2,643
-17
| -0.6% | -$2.35K | 0.15% | 73 |
|
|
2022
Q1 | $497K | Buy |
2,660
+87
| +3% | +$16.3K | 0.37% | 52 |
|
|
2021
Q4 | $449K | Sell |
2,573
-32
| -1% | -$5.58K | 0.17% | 63 |
|
|
2021
Q3 | $471K | Buy |
2,605
+132
| +5% | +$23.9K | 0.18% | 60 |
|
|
2021
Q2 | $420K | Buy |
2,473
+180
| +8% | +$30.6K | 0.19% | 54 |
|
|
2021
Q1 | $345K | Buy |
2,293
+42
| +2% | +$6.32K | 0.27% | 62 |
|
|
2020
Q4 | $272K | Buy |
+2,251
| New | +$272K | 0.24% | 68 |
|