Fiduciary Trust’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 | $28.4M | Buy |
89,044
+670
| +0.8% | +$214K | 0.35% | 47 |
|
|
2025
Q1 | $23.8M | Buy |
88,374
+238
| +0.3% | +$64K | 0.31% | 52 |
|
|
2024
Q4 | $26.2M | Buy |
88,136
+102
| +0.1% | +$30.3K | 0.35% | 51 |
|
|
2024
Q3 | $23.9M | Sell |
88,034
-812
| -0.9% | -$220K | 0.33% | 55 |
|
|
2024
Q2 | $20.6M | Sell |
88,846
-2,068
| -2% | -$479K | 0.31% | 57 |
|
|
2024
Q1 | $20.7M | Buy |
90,914
+1,483
| +2% | +$338K | 0.32% | 57 |
|
|
2023
Q4 | $16.8M | Sell |
89,431
-821
| -0.9% | -$154K | 0.28% | 63 |
|
|
2023
Q3 | $13.5M | Sell |
90,252
-31
| -0% | -$4.63K | 0.25% | 71 |
|
|
2023
Q2 | $15.7M | Sell |
90,283
-1,616
| -2% | -$282K | 0.28% | 67 |
|
|
2023
Q1 | $15.2M | Sell |
91,899
-2,163
| -2% | -$357K | 0.28% | 66 |
|
|
2022
Q4 | $13.9M | Sell |
94,062
-1,380
| -1% | -$204K | 0.27% | 72 |
|
|
2022
Q3 | $12.9M | Buy |
95,442
+546
| +0.6% | +$73.7K | 0.28% | 66 |
|
|
2022
Q2 | $13.2M | Sell |
94,896
-43
| -0% | -$5.96K | 0.28% | 69 |
|
|
2022
Q1 | $17.8M | Sell |
94,939
-2,381
| -2% | -$445K | 0.32% | 62 |
|
|
2021
Q4 | $15.9M | Sell |
97,320
-807
| -0.8% | -$132K | 0.26% | 73 |
|
|
2021
Q3 | $16.4M | Buy |
98,127
+1,624
| +2% | +$272K | 0.29% | 63 |
|
|
2021
Q2 | $15.9M | Sell |
96,503
-5,483
| -5% | -$906K | 0.31% | 66 |
|
|
2021
Q1 | $14.4M | Buy |
101,986
+3,148
| +3% | +$445K | 0.29% | 70 |
|
|
2020
Q4 | $12M | Buy |
98,838
+2,637
| +3% | +$319K | 0.25% | 81 |
|
|
2020
Q3 | $9.65M | Sell |
96,201
-2,784
| -3% | -$279K | 0.23% | 90 |
|
|
2020
Q2 | $9.42M | Sell |
98,985
-6,959
| -7% | -$662K | 0.23% | 82 |
|
|
2020
Q1 | $9.07M | Sell |
105,944
-3,431
| -3% | -$294K | 0.26% | 82 |
|
|
2019
Q4 | $13.6M | Sell |
109,375
-7,226
| -6% | -$900K | 0.32% | 70 |
|
|
2019
Q3 | $13.8M | Sell |
116,601
-4,146
| -3% | -$490K | 0.35% | 68 |
|
|
2019
Q2 | $14.9M | Sell |
120,747
-4,711
| -4% | -$582K | 0.39% | 56 |
|
|
2019
Q1 | $13.7M | Sell |
125,458
-9,942
| -7% | -$1.09M | 0.37% | 64 |
|
|
2018
Q4 | $12.9M | Sell |
135,400
-1,214
| -0.9% | -$116K | 0.4% | 61 |
|
|
2018
Q3 | $14.5M | Sell |
136,614
-622
| -0.5% | -$66.2K | 0.41% | 61 |
|
|
2018
Q2 | $13.4M | Buy |
137,236
+426
| +0.3% | +$41.7K | 0.41% | 65 |
|
|
2018
Q1 | $12.8M | Buy |
136,810
+15,897
| +13% | +$1.48M | 0.39% | 69 |
|
|
2017
Q4 | $12M | Buy |
120,913
+11,551
| +11% | +$1.15M | 0.36% | 73 |
|
|
2017
Q3 | $9.89M | Buy |
109,362
+9,721
| +10% | +$879K | 0.3% | 81 |
|
|
2017
Q2 | $8.39M | Buy |
99,641
+14,262
| +17% | +$1.2M | 0.26% | 92 |
|
|
2017
Q1 | $6.75M | Buy |
85,379
+18,139
| +27% | +$1.43M | 0.21% | 99 |
|
|
2016
Q4 | $4.98M | Buy |
67,240
+48,795
| +265% | +$3.62M | 0.16% | 115 |
|
|
2016
Q3 | $1.18M | Sell |
18,445
-1,285
| -7% | -$82.3K | 0.04% | 231 |
|
|
2016
Q2 | $1.2M | Sell |
19,730
-7,716
| -28% | -$469K | 0.04% | 230 |
|
|
2016
Q1 | $1.69M | Buy |
27,446
+632
| +2% | +$38.8K | 0.06% | 198 |
|
|
2015
Q4 | $1.87M | Sell |
26,814
-25
| -0.1% | -$1.74K | 0.08% | 170 |
|
|
2015
Q3 | $1.99M | Sell |
26,839
-2,122
| -7% | -$157K | 0.09% | 159 |
|
|
2015
Q2 | $2.25M | Buy |
28,961
+1,933
| +7% | +$150K | 0.09% | 156 |
|
|
2015
Q1 | $2.11M | Buy |
27,028
+3,218
| +14% | +$251K | 0.09% | 160 |
|
|
2014
Q4 | $2.22M | Buy |
23,810
+321
| +1% | +$29.9K | 0.09% | 151 |
|
|
2014
Q3 | $2.06M | Sell |
23,489
-572
| -2% | -$50.1K | 0.09% | 148 |
|
|
2014
Q2 | $2.28M | Sell |
24,061
-148
| -0.6% | -$14K | 0.1% | 142 |
|
|
2014
Q1 | $2.18M | Buy |
24,209
+508
| +2% | +$45.7K | 0.1% | 144 |
|
|
2013
Q4 | $2.15M | Sell |
23,701
-125
| -0.5% | -$11.3K | 0.1% | 141 |
|
|
2013
Q3 | $1.8M | Sell |
23,826
-250
| -1% | -$18.9K | 0.08% | 150 |
|
|
2013
Q2 | $1.8M | Buy |
+24,076
| New | +$1.8M | 0.08% | 148 |
|