MJP
Michael J. Puzo’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
7,769
+4,866
| +168% | +$1.55M | 0.71% | 35 |
|
|
2025
Q1 | $781K | Buy |
2,903
+1,603
| +123% | +$431K | 0.22% | 48 |
|
|
2024
Q4 | $386K | Hold |
1,300
| – | – | 0.11% | 54 |
|
|
2024
Q3 | $353K | Sell |
1,300
-100
| -7% | -$27.1K | 0.09% | 57 |
|
|
2024
Q2 | $324K | Sell |
1,400
-100
| -7% | -$23.2K | 0.09% | 62 |
|
|
2024
Q1 | $342K | Sell |
1,500
-100
| -6% | -$22.8K | 0.09% | 63 |
|
|
2023
Q4 | $300K | Hold |
1,600
| – | – | 0.1% | 65 |
|
|
2023
Q3 | $239K | Hold |
1,600
| – | – | 0.08% | 70 |
|
|
2023
Q2 | $279K | Hold |
1,600
| – | – | 0.09% | 69 |
|
|
2023
Q1 | $264K | Hold |
1,600
| – | – | 0.09% | 70 |
|
|
2022
Q4 | $236K | Hold |
1,600
| – | – | 0.09% | 71 |
|
|
2022
Q3 | $216K | Hold |
1,600
| – | – | 0.08% | 70 |
|
|
2022
Q2 | $222K | Hold |
1,600
| – | – | 0.08% | 71 |
|
|
2022
Q1 | $299K | Hold |
1,600
| – | – | 0.09% | 69 |
|
|
2021
Q4 | $262K | Hold |
1,600
| – | – | 0.07% | 72 |
|
|
2021
Q3 | $268K | Hold |
1,600
| – | – | 0.08% | 68 |
|
|
2021
Q2 | $264K | Hold |
1,600
| – | – | 0.08% | 69 |
|
|
2021
Q1 | $226K | Buy |
+1,600
| New | +$226K | 0.07% | 73 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$249K | – | 70 |
|
|
2019
Q4 | $249K | Hold |
2,000
| – | – | 0.09% | 73 |
|
|
2019
Q3 | $237K | Hold |
2,000
| – | – | 0.09% | 73 |
|
|
2019
Q2 | $247K | Buy |
+2,000
| New | +$247K | 0.09% | 76 |
|