MMG
Monetary Management Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Hold |
2,375
| – | – | 0.19% | 110 |
|
|
2025
Q1 | $639K | Hold |
2,375
| – | – | 0.17% | 120 |
|
|
2024
Q4 | $705K | Hold |
2,375
| – | – | 0.18% | 107 |
|
|
2024
Q3 | $644K | Hold |
2,375
| – | – | 0.17% | 123 |
|
|
2024
Q2 | $550K | Sell |
2,375
-32
| -1% | -$7.41K | 0.15% | 133 |
|
|
2024
Q1 | $548K | Buy |
2,407
+332
| +16% | +$75.6K | 0.15% | 130 |
|
|
2023
Q4 | $389K | Sell |
2,075
-500
| -19% | -$93.7K | 0.12% | 143 |
|
|
2023
Q3 | $384K | Hold |
2,575
| – | – | 0.13% | 143 |
|
|
2023
Q2 | $449K | Hold |
2,575
| – | – | 0.14% | 139 |
|
|
2023
Q1 | $425K | Sell |
2,575
-125
| -5% | -$20.6K | 0.13% | 144 |
|
|
2022
Q4 | $399K | Hold |
2,700
| – | – | 0.12% | 143 |
|
|
2022
Q3 | $364K | Hold |
2,700
| – | – | 0.12% | 143 |
|
|
2022
Q2 | $374K | Hold |
2,700
| – | – | 0.12% | 136 |
|
|
2022
Q1 | $505K | Sell |
2,700
-750
| -22% | -$140K | 0.13% | 126 |
|
|
2021
Q4 | $564K | Hold |
3,450
| – | – | 0.14% | 123 |
|
|
2021
Q3 | $578K | Buy |
3,450
+625
| +22% | +$105K | 0.16% | 113 |
|
|
2021
Q2 | $467K | Sell |
2,825
-2,000
| -41% | -$331K | 0.14% | 123 |
|
|
2021
Q1 | $682K | Sell |
4,825
-300
| -6% | -$42.4K | 0.21% | 100 |
|
|
2020
Q4 | $620K | Hold |
5,125
| – | – | 0.2% | 99 |
|
|
2020
Q3 | $514K | Sell |
5,125
-1,000
| -16% | -$100K | 0.18% | 102 |
|
|
2020
Q2 | $583K | Sell |
6,125
-75
| -1% | -$7.14K | 0.22% | 90 |
|
|
2020
Q1 | $531K | Sell |
6,200
-450
| -7% | -$38.5K | 0.24% | 90 |
|
|
2019
Q4 | $828K | Sell |
6,650
-375
| -5% | -$46.7K | 0.3% | 85 |
|
|
2019
Q3 | $831K | Buy |
7,025
+125
| +2% | +$14.8K | 0.31% | 82 |
|
|
2019
Q2 | $852K | Sell |
6,900
-125
| -2% | -$15.4K | 0.33% | 88 |
|
|
2019
Q1 | $768K | Buy |
7,025
+125
| +2% | +$13.7K | 0.3% | 87 |
|
|
2018
Q4 | $658K | Sell |
6,900
-250
| -3% | -$23.8K | 0.3% | 84 |
|
|
2018
Q3 | $761K | Buy |
7,150
+175
| +3% | +$18.6K | 0.29% | 80 |
|
|
2018
Q2 | $684K | Hold |
6,975
| – | – | 0.28% | 86 |
|
|
2018
Q1 | $651K | Sell |
6,975
-125
| -2% | -$11.7K | 0.27% | 84 |
|
|
2017
Q4 | $705K | Sell |
7,100
-250
| -3% | -$24.8K | 0.28% | 80 |
|
|
2017
Q3 | $665K | Sell |
7,350
-20,435
| -74% | -$1.85M | 0.28% | 81 |
|
|
2017
Q2 | $2.34M | Buy |
27,785
+925
| +3% | +$77.9K | 0.96% | 34 |
|
|
2017
Q1 | $2.13M | Buy |
26,860
+26,660
| +13,330% | +$2.11M | 0.92% | 38 |
|
|
2016
Q4 | $15K | Hold |
200
| – | – | 0.01% | 280 |
|
|
2016
Q3 | $13K | Hold |
200
| – | – | 0.01% | 298 |
|
|
2016
Q2 | $12K | Hold |
200
| – | – | 0.01% | 301 |
|
|
2016
Q1 | $12K | Sell |
200
-800
| -80% | -$48K | 0.01% | 301 |
|
|
2015
Q4 | $70K | Hold |
1,000
| – | – | 0.03% | 194 |
|
|
2015
Q3 | $74K | Sell |
1,000
-1,700
| -63% | -$126K | 0.04% | 196 |
|
|
2015
Q2 | $210K | Buy |
2,700
+600
| +29% | +$46.7K | 0.09% | 147 |
|
|
2015
Q1 | $164K | Sell |
2,100
-2,575
| -55% | -$201K | 0.07% | 175 |
|
|
2014
Q4 | $435K | Hold |
4,675
| – | – | 0.19% | 102 |
|
|
2014
Q3 | $409K | Hold |
4,675
| – | – | 0.19% | 110 |
|
|
2014
Q2 | $444K | Buy |
4,675
+300
| +7% | +$28.5K | 0.21% | 103 |
|
|
2014
Q1 | $394K | Buy |
4,375
+300
| +7% | +$27K | 0.18% | 114 |
|
|
2013
Q4 | $370K | Hold |
4,075
| – | – | 0.17% | 117 |
|
|
2013
Q3 | $308K | Hold |
4,075
| – | – | 0.16% | 121 |
|
|
2013
Q2 | $304K | Buy |
+4,075
| New | +$304K | 0.17% | 126 |
|