TA
TFB Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
970
+67
| +7% | +$21.4K | 0.08% | 256 |
|
|
2025
Q1 | $243K | Sell |
903
-84
| -9% | -$22.6K | 0.07% | 285 |
|
|
2024
Q4 | $293K | Sell |
987
-32
| -3% | -$9.5K | 0.08% | 247 |
|
|
2024
Q3 | $276K | Buy |
1,019
+13
| +1% | +$3.53K | 0.08% | 255 |
|
|
2024
Q2 | $233K | Buy |
1,006
+21
| +2% | +$4.86K | 0.08% | 264 |
|
|
2024
Q1 | $228K | Buy |
+985
| New | +$228K | 0.08% | 245 |
|