SFA
Sequoia Financial Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Buy |
55,181
+3,148
| +6% | +$1M | 0.12% | 132 |
|
|
2025
Q1 | $14M | Buy |
52,033
+26,548
| +104% | +$7.14M | 0.11% | 162 |
|
|
2024
Q4 | $7.56M | Buy |
25,485
+3,923
| +18% | +$1.16M | 0.07% | 204 |
|
|
2024
Q3 | $5.85M | Buy |
21,562
+9,000
| +72% | +$2.44M | 0.06% | 204 |
|
|
2024
Q2 | $2.91M | Buy |
12,562
+440
| +4% | +$102K | 0.04% | 261 |
|
|
2024
Q1 | $2.76M | Sell |
12,122
-2,728
| -18% | -$621K | 0.03% | 275 |
|
|
2023
Q4 | $2.78M | Buy |
14,850
+4,153
| +39% | +$778K | 0.03% | 292 |
|
|
2023
Q3 | $1.6M | Sell |
10,697
-4
| -0% | -$597 | 0.03% | 260 |
|
|
2023
Q2 | $1.86M | Sell |
10,701
-667
| -6% | -$116K | 0.03% | 250 |
|
|
2023
Q1 | $1.88M | Buy |
11,368
+2,297
| +25% | +$379K | 0.04% | 224 |
|
|
2022
Q4 | $1.34M | Buy |
9,071
+3,565
| +65% | +$527K | 0.03% | 250 |
|
|
2022
Q3 | $743K | Sell |
5,506
-2,074
| -27% | -$280K | 0.02% | 242 |
|
|
2022
Q2 | $1.05M | Sell |
7,580
-939
| -11% | -$130K | 0.03% | 223 |
|
|
2022
Q1 | $1.59M | Buy |
8,519
+1,549
| +22% | +$290K | 0.04% | 208 |
|
|
2021
Q4 | $1.14M | Buy |
6,970
+4,170
| +149% | +$682K | 0.03% | 229 |
|
|
2021
Q3 | $469K | Sell |
2,800
-2,572
| -48% | -$431K | 0.05% | 160 |
|
|
2021
Q2 | $888K | Buy |
5,372
+376
| +8% | +$62.2K | 0.03% | 216 |
|
|
2021
Q1 | $707K | Buy |
4,996
+10
| +0.2% | +$1.42K | 0.03% | 216 |
|
|
2020
Q4 | $603K | Buy |
4,986
+228
| +5% | +$27.6K | 0.03% | 226 |
|
|
2020
Q3 | $477K | Sell |
4,758
-1,492
| -24% | -$150K | 0.03% | 231 |
|
|
2020
Q2 | $595K | Buy |
6,250
+1,549
| +33% | +$147K | 0.04% | 198 |
|
|
2020
Q1 | $402K | Sell |
4,701
-40,608
| -90% | -$3.47M | 0.03% | 219 |
|
|
2019
Q4 | $5.64M | Buy |
45,309
+700
| +2% | +$87.2K | 0.36% | 41 |
|
|
2019
Q3 | $5.28M | Sell |
44,609
-3,888
| -8% | -$460K | 0.38% | 37 |
|
|
2019
Q2 | $5.99M | Sell |
48,497
-484
| -1% | -$59.8K | 0.45% | 31 |
|
|
2019
Q1 | $5.35M | Buy |
48,981
+505
| +1% | +$55.2K | 0.44% | 33 |
|
|
2018
Q4 | $4.62M | Buy |
48,476
+21,762
| +81% | +$2.07M | 0.53% | 36 |
|
|
2018
Q3 | $2.85M | Buy |
26,714
+333
| +1% | +$35.5K | 0.28% | 63 |
|
|
2018
Q2 | $2.59M | Buy |
26,381
+21,584
| +450% | +$2.11M | 0.28% | 65 |
|
|
2018
Q1 | $447K | Sell |
4,797
-268
| -5% | -$25K | 0.05% | 170 |
|
|
2017
Q4 | $503K | Buy |
5,065
+1,370
| +37% | +$136K | 0.05% | 164 |
|
|
2017
Q3 | $334K | Buy |
3,695
+259
| +8% | +$23.4K | 0.04% | 198 |
|
|
2017
Q2 | $289K | Sell |
3,436
-101
| -3% | -$8.5K | 0.04% | 212 |
|
|
2017
Q1 | $280K | Sell |
3,537
-3,537
| -50% | -$280K | 0.04% | 210 |
|
|
2016
Q4 | $524K | Sell |
7,074
-373
| -5% | -$27.6K | 0.07% | 131 |
|
|
2016
Q3 | $477K | Sell |
7,447
-610
| -8% | -$39.1K | 0.09% | 120 |
|
|
2016
Q2 | $490K | Buy |
+8,057
| New | +$490K | 0.14% | 113 |
|