Bank of Marin’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $459K | Hold |
|
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|
2024
Q3 | $419K | Hold |
|
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|
2024
Q2 | $358K | Hold |
|
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|
2024
Q1 | $352K | Sell |
|
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|
2023
Q4 | $455K | Buy |
|
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|
2023
Q3 | $250K | Hold |
|
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|
2023
Q2 | $292K | Hold |
|
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|
2023
Q1 | $276K | Hold |
|
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|
2022
Q4 | $247K | Hold |
|
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|
2022
Q3 | $226K | Hold |
|
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|
2022
Q2 | $232K | Hold |
|
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|
2022
Q1 | $313K | Hold |
|
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|
2021
Q4 | $274K | Hold |
|
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|
2021
Q3 | $281K | Hold |
|
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|
2021
Q2 | $276K | Hold |
|
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|
2021
Q1 | $237K | Hold |
|
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|
2020
Q4 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Buy |
|