TLP
Trinity Legacy Partners’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Sell |
16,195
-90
| -0.6% | -$28.1K | 1.23% | 35 |
|
|
2025
Q1 | $4.92M | Sell |
16,285
-4,542
| -22% | -$1.37M | 1.25% | 34 |
|
|
2024
Q4 | $6.18M | Buy |
20,827
+491
| +2% | +$146K | 1.59% | 21 |
|
|
2024
Q3 | $5.62M | Sell |
20,336
-1,503
| -7% | -$416K | 1.44% | 27 |
|
|
2024
Q2 | $5.06M | Buy |
21,839
+159
| +0.7% | +$36.8K | 1.44% | 25 |
|
|
2024
Q1 | $4.94M | Sell |
21,680
-2,496
| -10% | -$568K | 1.45% | 24 |
|
|
2023
Q4 | $4.53M | Buy |
24,176
+56
| +0.2% | +$10.5K | 1.43% | 25 |
|
|
2023
Q3 | $3.6M | Buy |
24,120
+1,133
| +5% | +$169K | 1.24% | 29 |
|
|
2023
Q2 | $4M | Buy |
22,987
+1,465
| +7% | +$255K | 1.4% | 31 |
|
|
2023
Q1 | $3.55M | Buy |
21,522
+1,254
| +6% | +$207K | 1.33% | 32 |
|
|
2022
Q4 | $2.99M | Buy |
20,268
+1,136
| +6% | +$168K | 1.19% | 35 |
|
|
2022
Q3 | $2.58M | Buy |
19,132
+999
| +6% | +$135K | 1.1% | 36 |
|
|
2022
Q2 | $2.55M | Buy |
18,133
+13,981
| +337% | +$1.97M | 0.99% | 34 |
|
|
2022
Q1 | $776K | Buy |
4,152
+365
| +10% | +$68.2K | 0.26% | 56 |
|
|
2021
Q4 | $620K | Hold |
3,787
| – | – | 0.21% | 62 |
|
|
2021
Q3 | $634K | Buy |
3,787
+55
| +1% | +$9.21K | 0.23% | 60 |
|
|
2021
Q2 | $644K | Hold |
3,732
| – | – | 0.24% | 59 |
|
|
2021
Q1 | $560K | Hold |
3,732
| – | – | 0.22% | 53 |
|
|
2020
Q4 | $451K | Sell |
3,732
-500
| -12% | -$60.4K | 0.2% | 54 |
|
|
2020
Q3 | $444K | Hold |
4,232
| – | – | 0.21% | 50 |
|
|
2020
Q2 | $409K | Buy |
+4,232
| New | +$409K | 0.21% | 53 |
|