Essex Savings Bank’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 | $925K | Buy |
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|
2025
Q1 | $770K | Sell |
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|
2024
Q4 | $875K | Buy |
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|
2024
Q3 | $786K | Sell |
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|
2024
Q2 | $697K | Sell |
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|
2024
Q1 | $585K | Hold |
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|
2023
Q4 | $585K | Buy |
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|
2023
Q3 | $407K | Buy |
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|
2023
Q2 | $474K | Buy |
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|
2023
Q1 | $371K | Sell |
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|
2022
Q4 | $335K | Buy |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $289K | Sell |
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|
2022
Q1 | $396K | Buy |
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|
2021
Q4 | $345K | Sell |
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|
2021
Q3 | $357K | Sell |
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|
2021
Q2 | $348K | Hold |
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|
2021
Q1 | $293K | Hold |
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|
2020
Q4 | $262K | Sell |
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|
2020
Q3 | $224K | Hold |
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|
2020
Q2 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $447K | Buy |
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|
2019
Q3 | $421K | Sell |
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|
2019
Q2 | $686K | Buy |
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|
2019
Q1 | $252K | Hold |
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|
2018
Q4 | $220K | Buy |
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