ZF
Zhang Financial’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
12,233
+235
| +2% | +$75K | 0.18% | 72 |
|
|
2025
Q1 | $3.23M | Buy |
11,998
+2,552
| +27% | +$687K | 0.17% | 72 |
|
|
2024
Q4 | $2.8M | Buy |
9,446
+724
| +8% | +$215K | 0.16% | 78 |
|
|
2024
Q3 | $2.37M | Buy |
8,722
+373
| +4% | +$101K | 0.15% | 79 |
|
|
2024
Q2 | $1.93M | Buy |
8,349
+1,116
| +15% | +$258K | 0.14% | 88 |
|
|
2024
Q1 | $1.65M | Buy |
7,233
+1,854
| +34% | +$422K | 0.12% | 99 |
|
|
2023
Q4 | $1.01M | Buy |
5,379
+336
| +7% | +$62.9K | 0.09% | 129 |
|
|
2023
Q3 | $752K | Buy |
5,043
+525
| +12% | +$78.3K | 0.08% | 132 |
|
|
2023
Q2 | $787K | Buy |
4,518
+1,428
| +46% | +$249K | 0.08% | 135 |
|
|
2023
Q1 | $510K | Buy |
3,090
+556
| +22% | +$91.7K | 0.06% | 147 |
|
|
2022
Q4 | $374K | Buy |
2,534
+305
| +14% | +$45.1K | 0.05% | 172 |
|
|
2022
Q3 | $301K | Buy |
2,229
+3
| +0.1% | +$405 | 0.05% | 175 |
|
|
2022
Q2 | $309K | Buy |
2,226
+636
| +40% | +$88.3K | 0.05% | 179 |
|
|
2022
Q1 | $297K | Buy |
+1,590
| New | +$297K | 0.05% | 181 |
|
|
2015
Q3 | – | Sell |
-2,940
| Closed | -$228K | – | 68 |
|
|
2015
Q2 | $228K | Hold |
2,940
| – | – | 0.15% | 63 |
|
|
2015
Q1 | $230K | Hold |
2,940
| – | – | 0.14% | 63 |
|
|
2014
Q4 | $274K | Buy |
2,940
+595
| +25% | +$55.5K | 0.18% | 55 |
|
|
2014
Q3 | $205K | Buy |
+2,345
| New | +$205K | 0.14% | 59 |
|