SGK
Steigerwald Gordon & Koch’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Sell |
1,839
-45
| -2% | -$14.4K | 0.06% | 77 |
|
|
2025
Q1 | $507K | Buy |
1,884
+250
| +15% | +$67.3K | 0.06% | 82 |
|
|
2024
Q4 | $485K | Buy |
1,634
+4
| +0.2% | +$1.19K | 0.05% | 83 |
|
|
2024
Q3 | $442K | Hold |
1,630
| – | – | 0.05% | 86 |
|
|
2024
Q2 | $377K | Hold |
1,630
| – | – | 0.05% | 89 |
|
|
2024
Q1 | $371K | Sell |
1,630
-17
| -1% | -$3.87K | 0.05% | 92 |
|
|
2023
Q4 | $309K | Buy |
1,647
+22
| +1% | +$4.12K | 0.04% | 96 |
|
|
2023
Q3 | $242K | Hold |
1,625
| – | – | 0.04% | 100 |
|
|
2023
Q2 | $283K | Sell |
1,625
-15
| -0.9% | -$2.61K | 0.04% | 91 |
|
|
2023
Q1 | $271K | Sell |
1,640
-35
| -2% | -$5.77K | 0.04% | 93 |
|
|
2022
Q4 | $247K | Buy |
1,675
+100
| +6% | +$14.8K | 0.04% | 95 |
|
|
2022
Q3 | $212K | Hold |
1,575
| – | – | 0.04% | 98 |
|
|
2022
Q2 | $218K | Hold |
1,575
| – | – | 0.04% | 104 |
|
|
2022
Q1 | $295K | Sell |
1,575
-67
| -4% | -$12.5K | 0.05% | 94 |
|
|
2021
Q4 | $269K | Sell |
1,642
-3
| -0.2% | -$491 | 0.04% | 97 |
|
|
2021
Q3 | $276K | Buy |
1,645
+1
| +0.1% | +$168 | 0.05% | 94 |
|
|
2021
Q2 | $272K | Buy |
1,644
+1
| +0.1% | +$165 | 0.05% | 93 |
|
|
2021
Q1 | $232K | Buy |
+1,643
| New | +$232K | 0.04% | 96 |
|