SAA
Southeast Asset Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
1,296
+19
| +1% | +$6.06K | 0.05% | 140 |
|
|
2025
Q1 | $344K | Buy |
1,277
+2
| +0.2% | +$538 | 0.04% | 147 |
|
|
2024
Q4 | $378K | Buy |
1,275
+2
| +0.2% | +$594 | 0.05% | 127 |
|
|
2024
Q3 | $345K | Buy |
1,273
+3
| +0.2% | +$814 | 0.04% | 134 |
|
|
2024
Q2 | $294K | Buy |
1,270
+2
| +0.2% | +$463 | 0.04% | 141 |
|
|
2024
Q1 | $289K | Buy |
1,268
+3
| +0.2% | +$683 | 0.03% | 144 |
|
|
2023
Q4 | $237K | Buy |
+1,265
| New | +$237K | 0.03% | 151 |
|
|
2023
Q3 | – | Sell |
-1,458
| Closed | -$254K | – | 154 |
|
|
2023
Q2 | $254K | Buy |
1,458
+3
| +0.2% | +$523 | 0.04% | 137 |
|
|
2023
Q1 | $240K | Buy |
+1,455
| New | +$240K | 0.04% | 134 |
|
|
2022
Q2 | – | Sell |
-1,245
| Closed | -$233K | – | 144 |
|
|
2022
Q1 | $233K | Buy |
1,245
+2
| +0.2% | +$374 | 0.03% | 141 |
|
|
2021
Q4 | $203K | Sell |
1,243
-4
| -0.3% | -$653 | 0.03% | 142 |
|
|
2021
Q3 | $209K | Buy |
1,247
+9
| +0.7% | +$1.51K | 0.03% | 133 |
|
|
2021
Q2 | $205K | Buy |
+1,238
| New | +$205K | 0.03% | 133 |
|