Colonial Trust’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 | $1.54M | Buy |
4,832
+1,004
| +26% | +$320K | 0.22% | 96 |
|
|
2025
Q1 | $1.03M | Sell |
3,828
-35
| -0.9% | -$9.42K | 0.16% | 117 |
|
|
2024
Q4 | $1.15M | Sell |
3,863
-227
| -6% | -$67.4K | 0.17% | 109 |
|
|
2024
Q3 | $1.11M | Buy |
4,090
+164
| +4% | +$44.5K | 0.17% | 111 |
|
|
2024
Q2 | $909K | Sell |
3,926
-9,116
| -70% | -$2.11M | 0.16% | 108 |
|
|
2024
Q1 | $2.97M | Sell |
13,042
-323
| -2% | -$73.5K | 0.56% | 52 |
|
|
2023
Q4 | $2.5M | Buy |
13,365
+1,987
| +17% | +$372K | 0.52% | 55 |
|
|
2023
Q3 | $1.7M | Buy |
11,378
+55
| +0.5% | +$8.21K | 0.42% | 62 |
|
|
2023
Q2 | $1.97M | Buy |
11,323
+484
| +4% | +$84.3K | 0.47% | 59 |
|
|
2023
Q1 | $1.79M | Buy |
10,839
+9,866
| +1,014% | +$1.63M | 0.45% | 61 |
|
|
2022
Q4 | $144K | Buy |
973
+357
| +58% | +$52.7K | 0.04% | 252 |
|
|
2022
Q3 | $83K | Buy |
+616
| New | +$83K | 0.03% | 239 |
|