TFM
TFC Financial Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Hold |
848
| – | – | 0.04% | 108 |
|
|
2025
Q1 | $228K | Sell |
848
-74
| -8% | -$19.9K | 0.03% | 112 |
|
|
2024
Q4 | $274K | Sell |
922
-105
| -10% | -$31.2K | 0.04% | 107 |
|
|
2024
Q3 | $279K | Buy |
1,027
+423
| +70% | +$115K | 0.04% | 110 |
|
|
2024
Q2 | $140K | Hold |
604
| – | – | 0.02% | 148 |
|
|
2024
Q1 | $138K | Buy |
604
+3
| +0.5% | +$683 | 0.02% | 154 |
|
|
2023
Q4 | $113K | Sell |
601
-1
| -0.2% | -$187 | 0.02% | 163 |
|
|
2023
Q3 | $89.8K | Sell |
602
-2
| -0.3% | -$298 | 0.02% | 173 |
|
|
2023
Q2 | $105K | Buy |
604
+5
| +0.8% | +$871 | 0.03% | 161 |
|
|
2023
Q1 | $98.8K | Buy |
599
+8
| +1% | +$1.32K | 0.03% | 168 |
|
|
2022
Q4 | $87.3K | Hold |
591
| – | – | 0.03% | 169 |
|
|
2022
Q3 | $80K | Hold |
591
| – | – | 0.03% | 170 |
|
|
2022
Q2 | $82K | Hold |
591
| – | – | 0.02% | 167 |
|
|
2022
Q1 | $111K | Hold |
591
| – | – | 0.03% | 149 |
|
|
2021
Q4 | $97K | Sell |
591
-600
| -50% | -$98.5K | 0.03% | 163 |
|
|
2021
Q3 | $200K | Hold |
1,191
| – | – | 0.07% | 98 |
|
|
2021
Q2 | $197K | Sell |
1,191
-23
| -2% | -$3.8K | 0.07% | 96 |
|
|
2021
Q1 | $172K | Hold |
1,214
| – | – | 0.07% | 97 |
|
|
2020
Q4 | $147K | Hold |
1,214
| – | – | 0.06% | 105 |
|
|
2020
Q3 | $122K | Buy |
+1,214
| New | +$122K | 0.06% | 100 |
|