Community Financial Services Group’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
$7.39M Sell
2025
Q2
$7.29M Sell
2025
Q1
$6.24M Sell
2024
Q4
$6.96M Sell
2024
Q3
$6.38M Sell
2024
Q2
$5.5M Buy
2024
Q1
$5.13M Buy
2023
Q3
$620K Buy
2019
Q2
Sell
2019
Q1
$219K Buy
2018
Q4
Sell
2018
Q3
$213K Buy
2015
Q4
Sell
2015
Q3
$5K Hold
2015
Q2
$5K Hold
2015
Q1
$5K Hold
2014
Q4
$6K Buy