Glenview State Bank Trust Department’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $225K | Sell |
1,358
-500
| -27% | -$82.8K | 0.07% | 114 |
|
|
2021
Q1 | $262K | Buy |
1,858
+40
| +2% | +$5.64K | 0.09% | 102 |
|
|
2020
Q4 | $220K | Buy |
+1,818
| New | +$220K | 0.08% | 111 |
|
|
2020
Q1 | – | Sell |
-1,710
| Closed | -$213K | – | 101 |
|
|
2019
Q4 | $213K | Sell |
1,710
-80
| -4% | -$9.97K | 0.08% | 104 |
|
|
2019
Q3 | $212K | Sell |
1,790
-100
| -5% | -$11.8K | 0.09% | 108 |
|
|
2019
Q2 | $233K | Buy |
+1,890
| New | +$233K | 0.1% | 97 |
|
|
2015
Q3 | – | Sell |
-4,375
| Closed | -$340K | – | 84 |
|
|
2015
Q2 | $340K | Hold |
4,375
| – | – | 0.21% | 69 |
|
|
2015
Q1 | $342K | Sell |
4,375
-1,000
| -19% | -$78.2K | 0.21% | 68 |
|
|
2014
Q4 | $500K | Hold |
5,375
| – | – | 0.3% | 53 |
|
|
2014
Q3 | $470K | Hold |
5,375
| – | – | 0.29% | 54 |
|
|
2014
Q2 | $510K | Buy |
5,375
+1,000
| +23% | +$94.9K | 0.31% | 54 |
|
|
2014
Q1 | $394K | Hold |
4,375
| – | – | 0.24% | 59 |
|
|
2013
Q4 | $397K | Buy |
+4,375
| New | +$397K | 0.25% | 57 |
|