ESB
Essex Savings Bank’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Buy |
2,900
+38
| +1% | +$12.1K | 0.22% | 94 |
|
|
2025
Q1 | $770K | Sell |
2,862
-86
| -3% | -$23.1K | 0.19% | 112 |
|
|
2024
Q4 | $875K | Buy |
2,948
+48
| +2% | +$14.2K | 0.22% | 94 |
|
|
2024
Q3 | $786K | Sell |
2,900
-111
| -4% | -$30.1K | 0.2% | 109 |
|
|
2024
Q2 | $697K | Sell |
3,011
-110
| -4% | -$25.5K | 0.19% | 113 |
|
|
2024
Q1 | $585K | Hold |
3,121
| – | – | 0.17% | 123 |
|
|
2023
Q4 | $585K | Buy |
3,121
+395
| +14% | +$74K | 0.17% | 123 |
|
|
2023
Q3 | $407K | Buy |
2,726
+5
| +0.2% | +$746 | 0.14% | 135 |
|
|
2023
Q2 | $474K | Buy |
2,721
+470
| +21% | +$81.9K | 0.16% | 126 |
|
|
2023
Q1 | $371K | Sell |
2,251
-13
| -0.6% | -$2.14K | 0.13% | 145 |
|
|
2022
Q4 | $335K | Buy |
2,264
+18
| +0.8% | +$2.66K | 0.12% | 159 |
|
|
2022
Q3 | $303K | Buy |
2,246
+165
| +8% | +$22.3K | 0.12% | 155 |
|
|
2022
Q2 | $289K | Sell |
2,081
-39
| -2% | -$5.42K | 0.11% | 163 |
|
|
2022
Q1 | $396K | Buy |
2,120
+13
| +0.6% | +$2.43K | 0.13% | 141 |
|
|
2021
Q4 | $345K | Sell |
2,107
-46
| -2% | -$7.53K | 0.12% | 157 |
|
|
2021
Q3 | $357K | Sell |
2,153
-15
| -0.7% | -$2.49K | 0.13% | 153 |
|
|
2021
Q2 | $348K | Hold |
2,168
| – | – | 0.13% | 151 |
|
|
2021
Q1 | $293K | Hold |
2,168
| – | – | 0.13% | 155 |
|
|
2020
Q4 | $262K | Sell |
2,168
-66
| -3% | -$7.98K | 0.12% | 161 |
|
|
2020
Q3 | $224K | Hold |
2,234
| – | – | 0.11% | 171 |
|
|
2020
Q2 | $212K | Buy |
+2,234
| New | +$212K | 0.13% | 152 |
|
|
2020
Q1 | – | Sell |
-3,587
| Closed | -$447K | – | 147 |
|
|
2019
Q4 | $447K | Buy |
3,587
+25
| +0.7% | +$3.12K | 0.23% | 106 |
|
|
2019
Q3 | $421K | Sell |
3,562
-2,000
| -36% | -$236K | 0.22% | 99 |
|
|
2019
Q2 | $686K | Buy |
5,562
+3,259
| +142% | +$402K | 0.24% | 91 |
|
|
2019
Q1 | $252K | Hold |
2,303
| – | – | 0.14% | 122 |
|
|
2018
Q4 | $220K | Buy |
+2,303
| New | +$220K | 0.14% | 123 |
|