XS
XR Securities’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 12 |
|
|
2024
Q3 | – | Sell |
-2,922
| Closed | -$677K | – | 34 |
|
|
2024
Q2 | $677K | Buy |
+2,922
| New | +$677K | 0.12% | 24 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 80 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 81 |
|
|
2023
Q3 | – | Sell |
-2,301
| Closed | -$401K | – | 74 |
|
|
2023
Q2 | $401K | Buy |
2,301
+585
| +34% | +$102K | 0.02% | 19 |
|
|
2023
Q1 | $283K | Buy |
+1,716
| New | +$283K | 0.01% | 52 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 98 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 113 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 119 |
|
|
2022
Q1 | – | Sell |
-4,780
| Closed | -$782K | – | 116 |
|
|
2021
Q4 | $782K | Buy |
+4,780
| New | +$782K | 0.08% | 34 |
|
|
2021
Q3 | – | Sell |
-3,974
| Closed | -$657K | – | 122 |
|
|
2021
Q2 | $657K | Sell |
3,974
-1,146
| -22% | -$189K | 0.29% | 34 |
|
|
2021
Q1 | $724K | Buy |
5,120
+3,172
| +163% | +$449K | 0.04% | 44 |
|
|
2020
Q4 | $236K | Buy |
+1,948
| New | +$236K | 0.02% | 81 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 85 |
|
|
2019
Q1 | – | Sell |
-4,759
| Closed | -$454K | – | 137 |
|
|
2018
Q4 | $454K | Buy |
+4,759
| New | +$454K | 0.2% | 52 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 148 |
|