MAA
Mraz Amerine & Associates’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
4,355
-22
| -0.5% | -$7.02K | 0.22% | 69 |
|
|
2025
Q1 | $1.16M | Sell |
4,377
-7
| -0.2% | -$1.86K | 0.2% | 73 |
|
|
2024
Q4 | $1.3M | Sell |
4,384
-497
| -10% | -$147K | 0.23% | 63 |
|
|
2024
Q3 | $1.32M | Sell |
4,881
-786
| -14% | -$213K | 0.24% | 67 |
|
|
2024
Q2 | $1.31M | Buy |
5,667
+38
| +0.7% | +$8.8K | 0.27% | 64 |
|
|
2024
Q1 | $1.28M | Sell |
5,629
-510
| -8% | -$116K | 0.24% | 66 |
|
|
2023
Q4 | $1.15M | Hold |
6,139
| – | – | 0.24% | 68 |
|
|
2023
Q3 | $916K | Sell |
6,139
-220
| -3% | -$32.8K | 0.21% | 76 |
|
|
2023
Q2 | $1.11M | Sell |
6,359
-283
| -4% | -$49.3K | 0.26% | 69 |
|
|
2023
Q1 | $1.1M | Sell |
6,642
-437
| -6% | -$72.1K | 0.27% | 69 |
|
|
2022
Q4 | $1.05M | Sell |
7,079
-30
| -0.4% | -$4.43K | 0.25% | 72 |
|
|
2022
Q3 | $959K | Hold |
7,109
| – | – | 0.26% | 65 |
|
|
2022
Q2 | $985K | Sell |
7,109
-100
| -1% | -$13.9K | 0.25% | 68 |
|
|
2022
Q1 | $1.35M | Hold |
7,209
| – | – | 0.32% | 57 |
|
|
2021
Q4 | $1.18M | Hold |
7,209
| – | – | 0.3% | 61 |
|
|
2021
Q3 | $1.21M | Hold |
7,209
| – | – | 0.33% | 58 |
|
|
2021
Q2 | $1.19M | Sell |
7,209
-97
| -1% | -$16K | 0.32% | 51 |
|
|
2021
Q1 | $1.03M | Sell |
7,306
-199
| -3% | -$28.1K | 0.3% | 55 |
|
|
2020
Q4 | $907K | Buy |
7,505
+203
| +3% | +$24.5K | 0.3% | 46 |
|
|
2020
Q3 | $732K | Sell |
7,302
-47
| -0.6% | -$4.71K | 0.27% | 48 |
|
|
2020
Q2 | $700K | Hold |
7,349
| – | – | 0.26% | 54 |
|
|
2020
Q1 | $629K | Sell |
7,349
-513
| -7% | -$43.9K | 0.25% | 52 |
|
|
2019
Q4 | $979K | Sell |
7,862
-232
| -3% | -$28.9K | 0.28% | 49 |
|
|
2019
Q3 | $957K | Hold |
8,094
| – | – | 0.28% | 46 |
|
|
2019
Q2 | $999K | Sell |
8,094
-19
| -0.2% | -$2.35K | 0.3% | 49 |
|
|
2019
Q1 | $887K | Sell |
8,113
-125
| -2% | -$13.7K | 0.28% | 52 |
|
|
2018
Q4 | $785K | Hold |
8,238
| – | – | 0.26% | 55 |
|
|
2018
Q3 | $877K | Hold |
8,238
| – | – | 0.26% | 58 |
|
|
2018
Q2 | $807K | Sell |
8,238
-6
| -0.1% | -$588 | 0.24% | 62 |
|
|
2018
Q1 | $769K | Hold |
8,244
| – | – | 0.24% | 62 |
|
|
2017
Q4 | $819K | Sell |
8,244
-1,002
| -11% | -$99.5K | 0.25% | 61 |
|
|
2017
Q3 | $836K | Sell |
9,246
-45
| -0.5% | -$4.07K | 0.26% | 57 |
|
|
2017
Q2 | $783K | Hold |
9,291
| – | – | 0.24% | 61 |
|
|
2017
Q1 | $736K | Sell |
9,291
-30
| -0.3% | -$2.38K | 0.23% | 64 |
|
|
2016
Q4 | $691K | Buy |
9,321
+7
| +0.1% | +$519 | 0.22% | 67 |
|
|
2016
Q3 | $596K | Hold |
9,314
| – | – | 0.2% | 74 |
|
|
2016
Q2 | $566K | Buy |
9,314
+3,000
| +48% | +$182K | 0.2% | 73 |
|
|
2016
Q1 | $388K | Buy |
6,314
+3,001
| +91% | +$184K | 0.14% | 97 |
|
|
2015
Q4 | $230K | Hold |
3,313
| – | – | 0.09% | 118 |
|
|
2015
Q3 | $246K | Buy |
3,313
+36
| +1% | +$2.67K | 0.1% | 113 |
|
|
2015
Q2 | $255K | Hold |
3,277
| – | – | 0.1% | 117 |
|
|
2015
Q1 | $256K | Hold |
3,277
| – | – | 0.1% | 116 |
|
|
2014
Q4 | $305K | Hold |
3,277
| – | – | 0.12% | 109 |
|
|
2014
Q3 | $287K | Buy |
3,277
+370
| +13% | +$32.4K | 0.11% | 110 |
|
|
2014
Q2 | $276K | Hold |
2,907
| – | – | 0.11% | 109 |
|
|
2014
Q1 | $262K | Buy |
2,907
+22
| +0.8% | +$1.98K | 0.11% | 109 |
|
|
2013
Q4 | $262K | Hold |
2,885
| – | – | 0.12% | 111 |
|
|
2013
Q3 | $218K | Hold |
2,885
| – | – | 0.1% | 110 |
|
|
2013
Q2 | $216K | Buy |
+2,885
| New | +$216K | 0.11% | 111 |
|