Deseret Mutual Benefit Administrators’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 | $155K | Sell |
487
-148
| -23% | -$47.2K | 0.07% | 168 |
|
|
2025
Q1 | $171K | Buy |
635
+126
| +25% | +$33.9K | 0.08% | 151 |
|
|
2024
Q4 | $151K | Sell |
509
-71
| -12% | -$21.1K | 0.07% | 167 |
|
|
2024
Q3 | $157K | Sell |
580
-42
| -7% | -$11.4K | 0.08% | 162 |
|
|
2024
Q2 | $144K | Sell |
622
-55
| -8% | -$12.7K | 0.07% | 167 |
|
|
2024
Q1 | $154K | Hold |
677
| – | – | 0.08% | 156 |
|
|
2023
Q4 | $127K | Sell |
677
-200
| -23% | -$37.5K | 0.07% | 163 |
|
|
2023
Q3 | $131K | Sell |
877
-111
| -11% | -$16.6K | 0.06% | 177 |
|
|
2023
Q2 | $172K | Hold |
988
| – | – | 0.07% | 160 |
|
|
2023
Q1 | $163K | Hold |
988
| – | – | 0.06% | 165 |
|
|
2022
Q4 | $146K | Sell |
988
-825
| -46% | -$122K | 0.06% | 180 |
|
|
2022
Q3 | $245K | Sell |
1,813
-492
| -21% | -$66.5K | 0.07% | 171 |
|
|
2022
Q2 | $320K | Hold |
2,305
| – | – | 0.07% | 173 |
|
|
2022
Q1 | $431K | Sell |
2,305
-582
| -20% | -$109K | 0.09% | 153 |
|
|
2021
Q4 | $472K | Sell |
2,887
-163
| -5% | -$26.6K | 0.08% | 163 |
|
|
2021
Q3 | $511K | Sell |
3,050
-1,258
| -29% | -$211K | 0.09% | 137 |
|
|
2021
Q2 | $712K | Buy |
+4,308
| New | +$712K | 0.17% | 63 |
|