MFT
Moisand Fitzgerald Tamayo’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Buy |
2,348
+10
| +0.4% | +$3.19K | 0.09% | 61 |
|
|
2025
Q1 | $629K | Hold |
2,338
| – | – | 0.09% | 64 |
|
|
2024
Q4 | $694K | Hold |
2,338
| – | – | 0.1% | 60 |
|
|
2024
Q3 | $634K | Hold |
2,338
| – | – | 0.09% | 65 |
|
|
2024
Q2 | $541K | Hold |
2,338
| – | – | 0.08% | 66 |
|
|
2024
Q1 | $532K | Sell |
2,338
-111
| -5% | -$25.3K | 0.08% | 67 |
|
|
2023
Q4 | $459K | Sell |
2,449
-7
| -0.3% | -$1.31K | 0.08% | 68 |
|
|
2023
Q3 | $366K | Hold |
2,456
| – | – | 0.08% | 74 |
|
|
2023
Q2 | $428K | Sell |
2,456
-100
| -4% | -$17.4K | 0.09% | 71 |
|
|
2023
Q1 | $422K | Buy |
2,556
+100
| +4% | +$16.5K | 0.09% | 74 |
|
|
2022
Q4 | $363K | Buy |
2,456
+30
| +1% | +$4.43K | 0.08% | 78 |
|
|
2022
Q3 | $327K | Buy |
2,426
+7
| +0.3% | +$944 | 0.09% | 76 |
|
|
2022
Q2 | $335K | Buy |
+2,419
| New | +$335K | 0.09% | 76 |
|
|
2022
Q1 | – | Sell |
-2,419
| Closed | -$396K | – | 516 |
|
|
2021
Q4 | $396K | Hold |
2,419
| – | – | 0.11% | 68 |
|
|
2021
Q3 | $405K | Hold |
2,419
| – | – | 0.14% | 66 |
|
|
2021
Q2 | $400K | Hold |
2,419
| – | – | 0.15% | 61 |
|
|
2021
Q1 | $342K | Hold |
2,419
| – | – | 0.15% | 62 |
|
|
2020
Q4 | $292K | Hold |
2,419
| – | – | 0.13% | 65 |
|
|
2020
Q3 | $243K | Sell |
2,419
-15
| -0.6% | -$1.51K | 0.13% | 66 |
|
|
2020
Q2 | $232K | Sell |
2,434
-15
| -0.6% | -$1.43K | 0.13% | 63 |
|
|
2020
Q1 | $210K | Hold |
2,449
| – | – | 0.14% | 66 |
|
|
2019
Q4 | $305K | Hold |
2,449
| – | – | 0.16% | 61 |
|
|
2019
Q3 | $290K | Hold |
2,449
| – | – | 0.16% | 62 |
|
|
2019
Q2 | $302K | Hold |
2,449
| – | – | 0.16% | 61 |
|
|
2019
Q1 | $268K | Hold |
2,449
| – | – | 0.15% | 65 |
|
|
2018
Q4 | $233K | Hold |
2,449
| – | – | 0.15% | 66 |
|
|
2018
Q3 | $261K | Hold |
2,449
| – | – | 0.15% | 68 |
|
|
2018
Q2 | $240K | Hold |
2,449
| – | – | 0.14% | 67 |
|
|
2018
Q1 | $228K | Hold |
2,449
| – | – | 0.14% | 70 |
|
|
2017
Q4 | $243K | Hold |
2,449
| – | – | 0.14% | 61 |
|
|
2017
Q3 | $222K | Buy |
+2,449
| New | +$222K | 0.14% | 64 |
|