TCA
Trifecta Capital Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
648
+32
| +5% | +$10.2K | 0.03% | 98 |
|
|
2025
Q1 | $166K | Hold |
616
| – | – | 0.03% | 85 |
|
|
2024
Q4 | $183K | Hold |
616
| – | – | 0.04% | 85 |
|
|
2024
Q3 | $167K | Hold |
616
| – | – | 0.04% | 87 |
|
|
2024
Q2 | $143K | Sell |
616
-50
| -8% | -$11.6K | 0.03% | 94 |
|
|
2024
Q1 | $152K | Sell |
666
-221
| -25% | -$50.3K | 0.04% | 86 |
|
|
2023
Q4 | $166K | Buy |
887
+1
| +0.1% | +$187 | 0.05% | 87 |
|
|
2023
Q3 | $132K | Sell |
886
-390
| -31% | -$58.2K | 0.04% | 94 |
|
|
2023
Q2 | $222K | Hold |
1,276
| – | – | 0.07% | 81 |
|
|
2023
Q1 | $210K | Sell |
1,276
-1
| -0.1% | -$165 | 0.07% | 82 |
|
|
2022
Q4 | $189K | Buy |
+1,277
| New | +$189K | 0.08% | 87 |
|