Baker Boyer National Bank’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,678
| Closed | -$382K | – | 76 |
|
|
2024
Q1 | $382K | Buy |
1,678
+85
| +5% | +$19.4K | 0.13% | 63 |
|
|
2023
Q4 | $298K | Hold |
1,593
| – | – | 0.11% | 71 |
|
|
2023
Q3 | $238K | Hold |
1,593
| – | – | 0.1% | 77 |
|
|
2023
Q2 | $278K | Hold |
1,593
| – | – | 0.1% | 75 |
|
|
2023
Q1 | $263K | Hold |
1,593
| – | – | 0.1% | 72 |
|
|
2022
Q4 | $235K | Hold |
1,593
| – | – | 0.1% | 74 |
|
|
2022
Q3 | $215K | Hold |
1,593
| – | – | 0.1% | 75 |
|
|
2022
Q2 | $221K | Hold |
1,593
| – | – | 0.11% | 76 |
|
|
2022
Q1 | $298K | Hold |
1,593
| – | – | 0.14% | 74 |
|
|
2021
Q4 | $261K | Buy |
+1,593
| New | +$261K | 0.12% | 75 |
|
|
2021
Q2 | $221K | Buy |
+1,593
| New | +$221K | 0.11% | 76 |
|
|
2018
Q1 | $215K | Hold |
2,300
| – | – | 0.65% | 63 |
|
|
2017
Q4 | $228K | Hold |
2,300
| – | – | 0.69% | 52 |
|
|
2017
Q3 | $208K | Buy |
+2,300
| New | +$208K | 0.69% | 54 |
|