TNAM
Terra Nova Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
1,423
+4
| +0.3% | +$1.28K | 0.32% | 63 |
|
|
2025
Q1 | $382K | Buy |
1,419
+3
| +0.2% | +$807 | 0.3% | 63 |
|
|
2024
Q4 | $420K | Buy |
1,416
+3
| +0.2% | +$890 | 0.32% | 66 |
|
|
2024
Q3 | $383K | Buy |
1,413
+4
| +0.3% | +$1.09K | 0.28% | 65 |
|
|
2024
Q2 | $326K | Buy |
1,409
+4
| +0.3% | +$926 | 0.26% | 72 |
|
|
2024
Q1 | $320K | Buy |
1,405
+4
| +0.3% | +$911 | 0.25% | 73 |
|
|
2023
Q4 | $262K | Buy |
1,401
+10
| +0.7% | +$1.87K | 0.23% | 77 |
|
|
2023
Q3 | $242K | Hold |
1,391
| – | – | 0.22% | 76 |
|
|
2023
Q2 | $242K | Sell |
1,391
-74
| -5% | -$12.9K | 0.22% | 76 |
|
|
2023
Q1 | $242K | Sell |
1,465
-447
| -23% | -$73.8K | 0.24% | 75 |
|
|
2022
Q4 | $283K | Sell |
1,912
-129
| -6% | -$19.1K | 0.3% | 74 |
|
|
2022
Q3 | $275K | Buy |
2,041
+89
| +5% | +$12K | 0.3% | 71 |
|
|
2022
Q2 | $271K | Buy |
1,952
+752
| +63% | +$104K | 0.3% | 70 |
|
|
2022
Q1 | $224K | Buy |
+1,200
| New | +$224K | 0.21% | 81 |
|
|
2017
Q1 | – | Sell |
-5,785
| Closed | -$429K | – | 64 |
|
|
2016
Q4 | $429K | Buy |
5,785
+110
| +2% | +$8.16K | 0.86% | 43 |
|
|
2016
Q3 | $363K | Sell |
5,675
-5,667
| -50% | -$362K | 0.79% | 44 |
|
|
2016
Q2 | $689K | Buy |
11,342
+5,850
| +107% | +$355K | 1.18% | 39 |
|
|
2016
Q1 | $337K | Hold |
5,492
| – | – | 0.39% | 80 |
|
|
2015
Q4 | $382K | Hold |
5,492
| – | – | 0.42% | 74 |
|
|
2015
Q3 | $407K | Sell |
5,492
-8,200
| -60% | -$608K | 0.36% | 71 |
|
|
2015
Q2 | $1.06M | Buy |
13,692
+10,467
| +325% | +$813K | 0.87% | 35 |
|
|
2015
Q1 | $252K | Buy |
+3,225
| New | +$252K | 0.21% | 107 |
|