Burke & Herbert Bank & Trust’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
Q3 | $2.65M | Hold |
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|
2025
Q2 | $2.54M | Buy |
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|
2025
Q1 | $2.08M | Hold |
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|
2024
Q4 | $2.3M | Hold |
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|
2024
Q3 | $2.1M | Sell |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $974K | Sell |
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|
2023
Q3 | $776K | Sell |
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|
2023
Q2 | $961K | Sell |
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|
2023
Q1 | $920K | Hold |
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|
2022
Q4 | $824K | Sell |
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|
2022
Q3 | $756K | Hold |
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|
2022
Q2 | $776K | Hold |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $918K | Sell |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1M | Hold |
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|
2021
Q1 | $858K | Sell |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $877K | Sell |
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|
2020
Q2 | $833K | Hold |
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|
2020
Q1 | $749K | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $781K | Sell |
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|
2019
Q2 | $828K | Hold |
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|
2019
Q1 | $733K | Sell |
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|
2018
Q4 | $641K | Sell |
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|
2018
Q3 | $720K | Hold |
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|
2018
Q2 | $663K | Sell |
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|
2018
Q1 | $633K | Hold |
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|
2017
Q4 | $673K | Buy |
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|
2017
Q3 | $611K | Sell |
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|
2017
Q2 | $571K | Hold |
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|
2017
Q1 | $536K | Sell |
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|
2016
Q4 | $504K | Hold |
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|
2016
Q3 | $436K | Buy |
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|
2016
Q2 | $411K | Buy |
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|
2016
Q1 | $409K | Buy |
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|
2015
Q4 | $412K | Sell |
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|
2015
Q3 | $465K | Hold |
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|
2015
Q2 | $486K | Sell |
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|
2015
Q1 | $493K | Hold |
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|
2014
Q4 | $587K | Buy |
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|
2014
Q3 | $550K | Hold |
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|
2014
Q2 | $596K | Sell |
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|
2014
Q1 | $600K | Buy |
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|
2013
Q4 | $590K | Buy |
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|
2013
Q3 | $486K | Hold |
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|
2013
Q2 | $481K | Buy |
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