M
MOTCO’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
1,668
-24
| -1% | -$7.18K | 0.05% | 147 |
|
|
2025
Q1 | $455K | Buy |
1,692
+167
| +11% | +$44.9K | 0.05% | 139 |
|
|
2024
Q4 | $453K | Sell |
1,525
-555
| -27% | -$165K | 0.05% | 141 |
|
|
2024
Q3 | $564K | Buy |
2,080
+25
| +1% | +$6.78K | 0.06% | 144 |
|
|
2024
Q2 | $476K | Buy |
2,055
+610
| +42% | +$141K | 0.03% | 204 |
|
|
2024
Q1 | $329K | Sell |
1,445
-1
| -0.1% | -$228 | 0.02% | 237 |
|
|
2023
Q4 | $271K | Hold |
1,446
| – | – | 0.02% | 227 |
|
|
2023
Q3 | $216K | Sell |
1,446
-16
| -1% | -$2.39K | 0.01% | 224 |
|
|
2023
Q2 | $255K | Buy |
1,462
+17
| +1% | +$2.96K | 0.02% | 215 |
|
|
2023
Q1 | $238K | Hold |
1,445
| – | – | 0.02% | 215 |
|
|
2022
Q4 | $213K | Sell |
1,445
-717
| -33% | -$106K | 0.02% | 225 |
|
|
2022
Q3 | $291K | Buy |
2,162
+717
| +50% | +$96.5K | 0.02% | 196 |
|
|
2022
Q2 | $201K | Hold |
1,445
| – | – | 0.02% | 229 |
|
|
2022
Q1 | $270K | Buy |
1,445
+175
| +14% | +$32.7K | 0.02% | 213 |
|
|
2021
Q4 | $207K | Hold |
1,270
| – | – | 0.01% | 232 |
|
|
2021
Q3 | $213K | Sell |
1,270
-1,080
| -46% | -$181K | 0.01% | 227 |
|
|
2021
Q2 | $389K | Hold |
2,350
| – | – | 0.03% | 192 |
|
|
2021
Q1 | $333K | Sell |
2,350
-67
| -3% | -$9.49K | 0.02% | 196 |
|
|
2020
Q4 | $292K | Sell |
2,417
-275
| -10% | -$33.2K | 0.02% | 200 |
|
|
2020
Q3 | $270K | Hold |
2,692
| – | – | 0.02% | 198 |
|
|
2020
Q2 | $256K | Hold |
2,692
| – | – | 0.02% | 185 |
|
|
2020
Q1 | $230K | Sell |
2,692
-3
| -0.1% | -$256 | 0.02% | 189 |
|
|
2019
Q4 | $335K | Buy |
2,695
+480
| +22% | +$59.7K | 0.03% | 178 |
|
|
2019
Q3 | $262K | Sell |
2,215
-434
| -16% | -$51.3K | 0.02% | 195 |
|
|
2019
Q2 | $327K | Sell |
2,649
-31
| -1% | -$3.83K | 0.03% | 187 |
|
|
2019
Q1 | $293K | Sell |
2,680
-175
| -6% | -$19.1K | 0.03% | 186 |
|
|
2018
Q4 | $272K | Hold |
2,855
| – | – | 0.03% | 183 |
|
|
2018
Q3 | $304K | Hold |
2,855
| – | – | 0.03% | 179 |
|
|
2018
Q2 | $280K | Hold |
2,855
| – | – | 0.03% | 175 |
|
|
2018
Q1 | $266K | Buy |
2,855
+1,205
| +73% | +$112K | 0.03% | 184 |
|
|
2017
Q4 | $164K | Hold |
1,650
| – | – | 0.02% | 202 |
|
|
2017
Q3 | $149K | Sell |
1,650
-1,700
| -51% | -$154K | 0.02% | 213 |
|
|
2017
Q2 | $282K | Buy |
3,350
+1,655
| +98% | +$139K | 0.03% | 178 |
|
|
2017
Q1 | $134K | Sell |
1,695
-51
| -3% | -$4.03K | 0.01% | 210 |
|
|
2016
Q4 | $129K | Sell |
1,746
-69
| -4% | -$5.1K | 0.01% | 213 |
|
|
2016
Q3 | $116K | Buy |
1,815
+436
| +32% | +$27.9K | 0.01% | 222 |
|
|
2016
Q2 | $84K | Buy |
1,379
+33
| +2% | +$2.01K | 0.01% | 240 |
|
|
2016
Q1 | $82K | Hold |
1,346
| – | – | 0.01% | 238 |
|
|
2015
Q4 | $94K | Sell |
1,346
-38
| -3% | -$2.65K | 0.01% | 219 |
|
|
2015
Q3 | $102K | Buy |
1,384
+56
| +4% | +$4.13K | 0.01% | 216 |
|
|
2015
Q2 | $103K | Buy |
1,328
+10
| +0.8% | +$776 | 0.01% | 226 |
|
|
2015
Q1 | $102K | Sell |
1,318
-969
| -42% | -$75K | 0.01% | 232 |
|
|
2014
Q4 | $213K | Sell |
2,287
-995
| -30% | -$92.7K | 0.02% | 188 |
|
|
2014
Q3 | $288K | Sell |
3,282
-43
| -1% | -$3.77K | 0.03% | 174 |
|
|
2014
Q2 | $315K | Sell |
3,325
-198
| -6% | -$18.8K | 0.03% | 164 |
|
|
2014
Q1 | $317K | Sell |
3,523
-300
| -8% | -$27K | 0.04% | 163 |
|
|
2013
Q4 | $347K | Sell |
3,823
-300
| -7% | -$27.2K | 0.04% | 160 |
|
|
2013
Q3 | $312K | Sell |
4,123
-200
| -5% | -$15.1K | 0.04% | 161 |
|
|
2013
Q2 | $323K | Buy |
+4,323
| New | +$323K | 0.04% | 161 |
|