MJP Associates’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 | $1.18M | Buy |
3,698
+152
| +4% | +$48.5K | 0.17% | 55 |
|
2025
Q1 | $954K | Buy |
3,546
+404
| +13% | +$109K | 0.17% | 62 |
|
2024
Q4 | $933K | Buy |
3,142
+1,867
| +146% | +$554K | 0.17% | 62 |
|
2024
Q3 | $346K | Sell |
1,275
-48
| -4% | -$13K | 0.07% | 149 |
|
2024
Q2 | $306K | Buy |
1,323
+20
| +2% | +$4.63K | 0.06% | 169 |
|
2024
Q1 | $297K | Buy |
+1,303
| New | +$297K | 0.06% | 171 |
|
2023
Q3 | – | Sell |
-1,415
| Closed | -$247K | – | 168 |
|
2023
Q2 | $247K | Buy |
+1,415
| New | +$247K | 0.08% | 122 |
|
2022
Q2 | – | Sell |
-1,894
| Closed | -$354K | – | 138 |
|
2022
Q1 | $354K | Buy |
+1,894
| New | +$354K | 0.09% | 96 |
|