Equitable Trust’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
Q2 | $17.9M | Sell |
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|
2025
Q1 | $15.6M | Sell |
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|
2024
Q4 | $18.2M | Sell |
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|
2024
Q3 | $17.1M | Sell |
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|
2024
Q2 | $15.9M | Sell |
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|
2024
Q1 | $25.7M | Sell |
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|
2023
Q4 | $22.7M | Sell |
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|
2023
Q3 | $18.1M | Sell |
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|
2023
Q2 | $21.2M | Sell |
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|
2023
Q1 | $20.1M | Sell |
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|
2022
Q4 | $18.6M | Sell |
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|
2022
Q3 | $17.1M | Sell |
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|
2022
Q2 | $17.7M | Buy |
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|
2022
Q1 | $20.4M | Sell |
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|
2021
Q4 | $19.3M | Sell |
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|
2021
Q3 | $19.9M | Sell |
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|
2021
Q2 | $20.5M | Sell |
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|
2021
Q1 | $20.7M | Sell |
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|
2020
Q4 | $20.9M | Sell |
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|
2020
Q3 | $20.3M | Sell |
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|
2020
Q2 | $19.4M | Sell |
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|
2020
Q1 | $22.8M | Sell |
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|
2019
Q4 | $50.5M | Sell |
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|
2019
Q3 | $48.4M | Sell |
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|
2019
Q2 | $56.1M | Buy |
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|
2019
Q1 | $49.5M | Sell |
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|
2018
Q4 | $43.5M | Sell |
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|
2018
Q3 | $49.6M | Sell |
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|
2018
Q2 | $47.2M | Buy |
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