First Western Trust 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 | $1.21M | Buy |
3,792
+7
| +0.2% | +$2.23K | 0.05% | 79 |
|
|
2025
Q1 | $1.02M | Sell |
3,785
-34
| -0.9% | -$9.15K | 0.05% | 83 |
|
|
2024
Q4 | $1.13M | Buy |
3,819
+12
| +0.3% | +$3.56K | 0.05% | 83 |
|
|
2024
Q3 | $1.03M | Sell |
3,807
-114
| -3% | -$30.9K | 0.05% | 87 |
|
|
2024
Q2 | $908K | Hold |
3,921
| – | – | 0.04% | 88 |
|
|
2024
Q1 | $893K | Sell |
3,921
-85
| -2% | -$19.4K | 0.04% | 94 |
|
|
2023
Q4 | $750K | Sell |
4,006
-7
| -0.2% | -$1.31K | 0.04% | 101 |
|
|
2023
Q3 | $599K | Sell |
4,013
-47
| -1% | -$7.01K | 0.03% | 109 |
|
|
2023
Q2 | $707K | Sell |
4,060
-234
| -5% | -$40.8K | 0.03% | 107 |
|
|
2023
Q1 | $708K | Buy |
4,294
+104
| +2% | +$17.2K | 0.04% | 109 |
|
|
2022
Q4 | $619K | Buy |
4,190
+795
| +23% | +$117K | 0.04% | 110 |
|
|
2022
Q3 | $458K | Buy |
3,395
+232
| +7% | +$31.3K | 0.03% | 113 |
|
|
2022
Q2 | $441K | Sell |
3,163
-124
| -4% | -$17.3K | 0.03% | 116 |
|
|
2022
Q1 | $624K | Buy |
+3,287
| New | +$624K | 0.03% | 111 |
|