Davidson Trust Company’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 | $636K | Sell |
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|
2025
Q2 | $625K | Hold |
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|
2025
Q1 | $527K | Buy |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $393K | Sell |
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|
2024
Q2 | $351K | Sell |
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|
2024
Q1 | $350K | Hold |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $270K | Hold |
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|
2022
Q1 | $364K | Hold |
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|
2021
Q4 | $319K | Hold |
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|
2021
Q3 | $327K | Sell |
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|
2021
Q2 | $345K | Hold |
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|
2021
Q1 | $295K | Hold |
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|
2020
Q4 | $252K | Sell |
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|
2020
Q3 | $216K | Hold |
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|
2020
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $268K | Buy |
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