Exchange 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
Q3
$890K Sell
2025
Q2
$899K Sell
2025
Q1
$804K Sell
2024
Q4
$913K Buy
2024
Q3
$823K Sell
2024
Q2
$726K Buy
2024
Q1
$708K Hold
2023
Q4
$582K Sell
2023
Q3
$468K Hold
2023
Q2
$547K Buy