NPA
Nichols & Pratt Advisers’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+650
| New | +$207K | 0.01% | 104 |
|
|
2025
Q1 | – | Sell |
-700
| Closed | -$208K | – | 98 |
|
|
2024
Q4 | $208K | Buy |
+700
| New | +$208K | 0.01% | 100 |
|
|
2024
Q2 | – | Sell |
-1,250
| Closed | -$285K | – | 100 |
|
|
2024
Q1 | $285K | Hold |
1,250
| – | – | 0.02% | 92 |
|
|
2023
Q4 | $234K | Buy |
+1,250
| New | +$234K | 0.02% | 97 |
|
|
2019
Q1 | – | Sell |
-2,300
| Closed | -$219K | – | 106 |
|
|
2018
Q4 | $219K | Sell |
2,300
-300
| -12% | -$28.6K | 0.02% | 97 |
|
|
2018
Q3 | $277K | Hold |
2,600
| – | – | 0.02% | 100 |
|
|
2018
Q2 | $255K | Hold |
2,600
| – | – | 0.02% | 101 |
|
|
2018
Q1 | $243K | Hold |
2,600
| – | – | 0.02% | 106 |
|
|
2017
Q4 | $258K | Hold |
2,600
| – | – | 0.02% | 100 |
|
|
2017
Q3 | $235K | Hold |
2,600
| – | – | 0.02% | 100 |
|
|
2017
Q2 | $219K | Hold |
2,600
| – | – | 0.02% | 103 |
|
|
2017
Q1 | $206K | Buy |
+2,600
| New | +$206K | 0.02% | 105 |
|
|
2016
Q1 | – | Sell |
-3,000
| Closed | -$209K | – | 119 |
|
|
2015
Q4 | $209K | Hold |
3,000
| – | – | 0.02% | 116 |
|
|
2015
Q3 | $222K | Hold |
3,000
| – | – | 0.02% | 114 |
|
|
2015
Q2 | $233K | Sell |
3,000
-10,750
| -78% | -$835K | 0.02% | 111 |
|
|
2015
Q1 | $1.07M | Hold |
13,750
| – | – | 0.1% | 72 |
|
|
2014
Q4 | $1.28M | Hold |
13,750
| – | – | 0.11% | 67 |
|
|
2014
Q3 | $1.2M | Buy |
13,750
+225
| +2% | +$19.7K | 0.11% | 69 |
|
|
2014
Q2 | $1.28M | Sell |
13,525
-1,060
| -7% | -$101K | 0.11% | 69 |
|
|
2014
Q1 | $1.31M | Buy |
14,585
+12,060
| +478% | +$1.09M | 0.12% | 66 |
|
|
2013
Q4 | $229K | Buy |
+2,525
| New | +$229K | 0.02% | 88 |
|