First Business Financial Services’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 | $468K | Hold |
1,468
| – | – | 0.04% | 126 |
|
|
2025
Q1 | $395K | Hold |
1,468
| – | – | 0.04% | 130 |
|
|
2024
Q4 | $436K | Hold |
1,468
| – | – | 0.04% | 121 |
|
|
2024
Q3 | $398K | Hold |
1,468
| – | – | 0.04% | 119 |
|
|
2024
Q2 | $340K | Buy |
1,468
+21
| +1% | +$4.86K | 0.04% | 127 |
|
|
2024
Q1 | $329K | Sell |
1,447
-119
| -8% | -$27.1K | 0.04% | 131 |
|
|
2023
Q4 | $293K | Sell |
1,566
-145
| -8% | -$27.2K | 0.03% | 134 |
|
|
2023
Q3 | $255K | Buy |
1,711
+81
| +5% | +$12.1K | 0.03% | 144 |
|
|
2023
Q2 | $284K | Hold |
1,630
| – | – | 0.04% | 140 |
|
|
2023
Q1 | $269K | Hold |
1,630
| – | – | 0.03% | 142 |
|
|
2022
Q4 | $241K | Hold |
1,630
| – | – | 0.03% | 146 |
|
|
2022
Q3 | $220K | Hold |
1,630
| – | – | 0.03% | 148 |
|
|
2022
Q2 | $226K | Sell |
1,630
-150
| -8% | -$20.8K | 0.03% | 145 |
|
|
2022
Q1 | $333K | Buy |
1,780
+150
| +9% | +$28.1K | 0.04% | 128 |
|
|
2021
Q4 | $267K | Hold |
1,630
| – | – | 0.03% | 145 |
|
|
2021
Q3 | $273K | Buy |
1,630
+287
| +21% | +$48.1K | 0.03% | 138 |
|
|
2021
Q2 | $222K | Buy |
+1,343
| New | +$222K | 0.03% | 148 |
|