Community Financial Services Group’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 | $7.29M | Sell |
22,843
-339
| -1% | -$108K | 1.45% | 24 |
|
|
2025
Q1 | $6.24M | Sell |
23,182
-275
| -1% | -$74K | 1.35% | 28 |
|
|
2024
Q4 | $6.96M | Sell |
23,457
-53
| -0.2% | -$15.7K | 1.38% | 21 |
|
|
2024
Q3 | $6.38M | Sell |
23,510
-261
| -1% | -$70.8K | 1.3% | 24 |
|
|
2024
Q2 | $5.5M | Buy |
23,771
+1,258
| +6% | +$291K | 1.19% | 29 |
|
|
2024
Q1 | $5.13M | Buy |
+22,513
| New | +$5.13M | 1.17% | 25 |
|
|
2023
Q3 | $620K | Buy |
+4,156
| New | +$620K | 0.16% | 83 |
|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$219K | – | 73 |
|
|
2019
Q1 | $219K | Buy |
+2,000
| New | +$219K | 0.07% | 84 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$213K | – | 90 |
|
|
2018
Q3 | $213K | Buy |
+2,000
| New | +$213K | 0.07% | 86 |
|
|
2015
Q4 | – | Sell |
-69
| Closed | -$5K | – | 80 |
|
|
2015
Q3 | $5K | Hold |
69
| – | – | ﹤0.01% | 242 |
|
|
2015
Q2 | $5K | Hold |
69
| – | – | ﹤0.01% | 257 |
|
|
2015
Q1 | $5K | Hold |
69
| – | – | ﹤0.01% | 267 |
|
|
2014
Q4 | $6K | Buy |
+69
| New | +$6K | ﹤0.01% | 256 |
|