CoreFirst Bank & 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 | $896K | Hold |
2,808
| – | – | 0.51% | 43 |
|
|
2025
Q1 | $755K | Hold |
2,808
| – | – | 0.49% | 53 |
|
|
2024
Q4 | $833K | Hold |
2,808
| – | – | 0.5% | 47 |
|
|
2024
Q3 | $762K | Hold |
2,808
| – | – | 0.44% | 52 |
|
|
2024
Q2 | $650K | Sell |
2,808
-15
| -0.5% | -$3.47K | 0.44% | 57 |
|
|
2024
Q1 | $643K | Sell |
2,823
-25
| -0.9% | -$5.69K | 0.4% | 59 |
|
|
2023
Q4 | $534K | Sell |
2,848
-250
| -8% | -$46.8K | 0.35% | 71 |
|
|
2023
Q3 | $462K | Hold |
3,098
| – | – | 0.33% | 74 |
|
|
2023
Q2 | $540K | Sell |
3,098
-255
| -8% | -$44.4K | 0.38% | 65 |
|
|
2023
Q1 | $553K | Sell |
3,353
-80
| -2% | -$13.2K | 0.4% | 62 |
|
|
2022
Q4 | $507K | Sell |
3,433
-16
| -0.5% | -$2.36K | 0.38% | 61 |
|
|
2022
Q3 | $465K | Sell |
3,449
-267
| -7% | -$36K | 0.4% | 60 |
|
|
2022
Q2 | $515K | Hold |
3,716
| – | – | 0.41% | 56 |
|
|
2022
Q1 | $695K | Sell |
3,716
-40
| -1% | -$7.48K | 0.48% | 50 |
|
|
2021
Q4 | $614K | Sell |
3,756
-10
| -0.3% | -$1.64K | 0.4% | 59 |
|
|
2021
Q3 | $631K | Hold |
3,766
| – | – | 0.44% | 54 |
|
|
2021
Q2 | $622K | Hold |
3,766
| – | – | 0.42% | 56 |
|
|
2021
Q1 | $533K | Sell |
3,766
-55
| -1% | -$7.78K | 0.37% | 64 |
|
|
2020
Q4 | $462K | Buy |
+3,821
| New | +$462K | 0.34% | 64 |
|