Colonial Trust Advisors’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
Q2 | $433K | Hold |
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|
2025
Q1 | $365K | Hold |
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|
2024
Q4 | $402K | Hold |
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|
2024
Q3 | $368K | Hold |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $523K | Sell |
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|
2023
Q2 | $617K | Hold |
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|
2023
Q1 | $584K | Sell |
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|
2022
Q4 | $1.87M | Buy |
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|
2022
Q3 | $469K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Sell |
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|
2021
Q4 | $234K | Hold |
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|
2021
Q3 | $240K | Hold |
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|
2021
Q2 | $236K | Hold |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Hold |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $220K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $343K | Buy |
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