FineMark National Bank & 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 | $2.82M | Buy |
8,848
+504
| +6% | +$161K | 0.1% | 142 |
|
|
2025
Q1 | $2.24M | Sell |
8,344
-467
| -5% | -$126K | 0.08% | 149 |
|
|
2024
Q4 | $2.62M | Buy |
8,811
+77
| +0.9% | +$22.9K | 0.09% | 135 |
|
|
2024
Q3 | $2.37M | Sell |
8,734
-165
| -2% | -$44.7K | 0.08% | 141 |
|
|
2024
Q2 | $2.06M | Buy |
8,899
+575
| +7% | +$133K | 0.08% | 141 |
|
|
2024
Q1 | $1.9M | Buy |
8,324
+444
| +6% | +$101K | 0.07% | 150 |
|
|
2023
Q4 | $1.48M | Sell |
7,880
-50
| -0.6% | -$9.37K | 0.06% | 173 |
|
|
2023
Q3 | $1.18M | Sell |
7,930
-260
| -3% | -$38.8K | 0.05% | 179 |
|
|
2023
Q2 | $1.43M | Sell |
8,190
-391
| -5% | -$68.1K | 0.06% | 170 |
|
|
2023
Q1 | $1.42M | Buy |
8,581
+386
| +5% | +$63.7K | 0.06% | 163 |
|
|
2022
Q4 | $1.21M | Buy |
8,195
+3
| +0% | +$443 | 0.05% | 174 |
|
|
2022
Q3 | $1.11M | Buy |
8,192
+318
| +4% | +$42.9K | 0.05% | 178 |
|
|
2022
Q2 | $1.09M | Sell |
7,874
-562
| -7% | -$77.9K | 0.05% | 192 |
|
|
2022
Q1 | $1.58M | Buy |
8,436
+95
| +1% | +$17.8K | 0.06% | 172 |
|
|
2021
Q4 | $1.37M | Sell |
8,341
-277
| -3% | -$45.3K | 0.05% | 187 |
|
|
2021
Q3 | $1.44M | Sell |
8,618
-44
| -0.5% | -$7.37K | 0.06% | 175 |
|
|
2021
Q2 | $1.43M | Sell |
8,662
-649
| -7% | -$107K | 0.06% | 179 |
|
|
2021
Q1 | $1.32M | Sell |
9,311
-157
| -2% | -$22.2K | 0.06% | 181 |
|
|
2020
Q4 | $1.15M | Sell |
9,468
-1,640
| -15% | -$198K | 0.05% | 182 |
|
|
2020
Q3 | $1.11M | Sell |
11,108
-151
| -1% | -$15.1K | 0.05% | 168 |
|
|
2020
Q2 | $1.07M | Sell |
11,259
-669
| -6% | -$63.7K | 0.06% | 167 |
|
|
2020
Q1 | $1.02M | Buy |
11,928
+671
| +6% | +$57.4K | 0.06% | 159 |
|
|
2019
Q4 | $1.4M | Sell |
11,257
-536
| -5% | -$66.7K | 0.07% | 150 |
|
|
2019
Q3 | $1.4M | Buy |
11,793
+1,227
| +12% | +$145K | 0.07% | 148 |
|
|
2019
Q2 | $1.3M | Sell |
10,566
-642
| -6% | -$79.2K | 0.07% | 149 |
|
|
2019
Q1 | $1.23M | Buy |
11,208
+83
| +0.7% | +$9.07K | 0.07% | 149 |
|
|
2018
Q4 | $1.06M | Sell |
11,125
-350
| -3% | -$33.3K | 0.07% | 155 |
|
|
2018
Q3 | $1.22M | Sell |
11,475
-654
| -5% | -$69.6K | 0.07% | 143 |
|
|
2018
Q2 | $1.19M | Buy |
12,129
+171
| +1% | +$16.8K | 0.07% | 151 |
|
|
2018
Q1 | $1.12M | Sell |
11,958
-205
| -2% | -$19.1K | 0.07% | 156 |
|
|
2017
Q4 | $1.21M | Sell |
12,163
-582
| -5% | -$57.8K | 0.08% | 149 |
|
|
2017
Q3 | $1.15M | Sell |
12,745
-380
| -3% | -$34.4K | 0.08% | 150 |
|
|
2017
Q2 | $1.11M | Sell |
13,125
-295
| -2% | -$24.9K | 0.08% | 150 |
|
|
2017
Q1 | $1.06M | Sell |
13,420
-738
| -5% | -$58.4K | 0.08% | 150 |
|
|
2016
Q4 | $1.05M | Sell |
14,158
-120
| -0.8% | -$8.89K | 0.08% | 147 |
|
|
2016
Q3 | $915K | Sell |
14,278
-1,403
| -9% | -$89.9K | 0.1% | 155 |
|
|
2016
Q2 | $953K | Sell |
15,681
-364
| -2% | -$22.1K | 0.11% | 152 |
|
|
2016
Q1 | $985K | Sell |
16,045
-1,229
| -7% | -$75.4K | 0.12% | 140 |
|
|
2015
Q4 | $1.2M | Sell |
17,274
-690
| -4% | -$48K | 0.14% | 137 |
|
|
2015
Q3 | $1.33M | Sell |
17,964
-4,020
| -18% | -$298K | 0.18% | 131 |
|
|
2015
Q2 | $1.71M | Sell |
21,984
-3,521
| -14% | -$274K | 0.22% | 113 |
|
|
2015
Q1 | $1.99M | Sell |
25,505
-2,546
| -9% | -$199K | 0.27% | 99 |
|
|
2014
Q4 | $2.61M | Buy |
28,051
+628
| +2% | +$58.4K | 0.38% | 72 |
|
|
2014
Q3 | $2.4M | Buy |
27,423
+1,074
| +4% | +$94K | 0.38% | 70 |
|
|
2014
Q2 | $2.5M | Sell |
26,349
-1,689
| -6% | -$160K | 0.42% | 64 |
|
|
2014
Q1 | $2.52M | Sell |
28,038
-3,506
| -11% | -$316K | 0.47% | 52 |
|
|
2013
Q4 | $2.86M | Sell |
31,544
-97
| -0.3% | -$8.8K | 0.59% | 39 |
|
|
2013
Q3 | $2.39M | Sell |
31,641
-819
| -3% | -$61.8K | 0.59% | 38 |
|
|
2013
Q2 | $2.43M | Buy |
+32,460
| New | +$2.43M | 0.73% | 28 |
|