Midwest Professional Planners Ltd (MPPL)’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
12,533
+354
| +3% | +$113K | 1.05% | 29 |
|
|
2025
Q1 | $3.28M | Sell |
12,179
-88
| -0.7% | -$23.7K | 1.02% | 28 |
|
|
2024
Q4 | $3.64M | Buy |
12,267
+733
| +6% | +$218K | 1.09% | 25 |
|
|
2024
Q3 | $3.13M | Buy |
11,534
+906
| +9% | +$246K | 0.96% | 26 |
|
|
2024
Q2 | $2.46M | Buy |
10,628
+1,793
| +20% | +$415K | 0.82% | 38 |
|
|
2024
Q1 | $2.01M | Buy |
8,835
+6,386
| +261% | +$1.45M | 0.71% | 44 |
|
|
2023
Q4 | $459K | Buy |
2,449
+45
| +2% | +$8.43K | 0.18% | 94 |
|
|
2023
Q3 | $359K | Buy |
2,404
+199
| +9% | +$29.7K | 0.16% | 96 |
|
|
2023
Q2 | $384K | Sell |
2,205
-333
| -13% | -$58K | 0.17% | 96 |
|
|
2023
Q1 | $419K | Buy |
2,538
+177
| +7% | +$29.2K | 0.2% | 89 |
|
|
2022
Q4 | $349K | Buy |
2,361
+243
| +11% | +$35.9K | 0.19% | 98 |
|
|
2022
Q3 | $286K | Buy |
2,118
+150
| +8% | +$20.3K | 0.17% | 98 |
|
|
2022
Q2 | $273K | Buy |
1,968
+158
| +9% | +$21.9K | 0.15% | 98 |
|
|
2022
Q1 | $338K | Buy |
1,810
+154
| +9% | +$28.8K | 0.17% | 98 |
|
|
2021
Q4 | $271K | Buy |
1,656
+50
| +3% | +$8.18K | 0.13% | 107 |
|
|
2021
Q3 | $269K | Buy |
1,606
+13
| +0.8% | +$2.18K | 0.14% | 106 |
|
|
2021
Q2 | $263K | Buy |
+1,593
| New | +$263K | 0.14% | 107 |
|
|
2018
Q4 | – | Sell |
-6,404
| Closed | -$682K | – | 81 |
|
|
2018
Q3 | $682K | Buy |
6,404
+238
| +4% | +$25.3K | 0.63% | 39 |
|
|
2018
Q2 | $604K | Sell |
6,166
-935
| -13% | -$91.6K | 0.54% | 39 |
|
|
2018
Q1 | $662K | Buy |
7,101
+207
| +3% | +$19.3K | 0.6% | 37 |
|
|
2017
Q4 | $685K | Buy |
+6,894
| New | +$685K | 0.63% | 37 |
|