Exchange Bank’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 | $899K | Sell |
2,819
-170
| -6% | -$54.2K | 0.71% | 41 |
|
|
2025
Q1 | $804K | Sell |
2,989
-87
| -3% | -$23.4K | 0.65% | 44 |
|
|
2024
Q4 | $913K | Buy |
3,076
+41
| +1% | +$12.2K | 0.73% | 39 |
|
|
2024
Q3 | $823K | Sell |
3,035
-102
| -3% | -$27.7K | 0.67% | 42 |
|
|
2024
Q2 | $726K | Buy |
3,137
+28
| +0.9% | +$6.48K | 0.62% | 45 |
|
|
2024
Q1 | $708K | Hold |
3,109
| – | – | 0.58% | 48 |
|
|
2023
Q4 | $582K | Sell |
3,109
-30
| -1% | -$5.62K | 0.5% | 59 |
|
|
2023
Q3 | $468K | Hold |
3,139
| – | – | 0.45% | 59 |
|
|
2023
Q2 | $547K | Buy |
+3,139
| New | +$547K | 0.53% | 52 |
|