Blue Trust Inc’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
7,736
+402
| +5% | +$128K | 0.03% | 156 |
|
|
2025
Q1 | $1.97M | Buy |
7,334
+869
| +13% | +$234K | 0.03% | 160 |
|
|
2024
Q4 | $1.92M | Sell |
6,465
-1,432
| -18% | -$425K | 0.02% | 155 |
|
|
2024
Q3 | $1.83M | Buy |
7,897
+2,502
| +46% | +$579K | 0.02% | 161 |
|
|
2024
Q2 | $1.23M | Buy |
5,395
+1,151
| +27% | +$262K | 0.02% | 193 |
|
|
2024
Q1 | $966K | Buy |
4,244
+856
| +25% | +$195K | 0.01% | 175 |
|
|
2023
Q4 | $505K | Sell |
3,388
-66
| -2% | -$9.84K | 0.01% | 243 |
|
|
2023
Q3 | $601K | Buy |
3,454
+1,507
| +77% | +$262K | 0.01% | 223 |
|
|
2023
Q2 | $321K | Sell |
1,947
-3,425
| -64% | -$565K | 0.01% | 295 |
|
|
2023
Q1 | $794K | Buy |
5,372
+133
| +3% | +$19.7K | 0.01% | 214 |
|
|
2022
Q4 | $707K | Buy |
5,239
+2,372
| +83% | +$320K | 0.01% | 208 |
|
|
2022
Q3 | $398K | Buy |
2,867
+386
| +16% | +$53.6K | 0.01% | 234 |
|
|
2022
Q2 | $464K | Buy |
+2,481
| New | +$464K | 0.01% | 206 |
|