Glenview 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 | $5.46M | Buy |
17,129
+307
| +2% | +$97.9K | 0.09% | 140 |
|
|
2025
Q1 | $4.53M | Sell |
16,822
-483
| -3% | -$130K | 0.09% | 149 |
|
|
2024
Q4 | $5.14M | Sell |
17,305
-825
| -5% | -$245K | 0.1% | 135 |
|
|
2024
Q3 | $4.92M | Buy |
18,130
+420
| +2% | +$114K | 0.09% | 142 |
|
|
2024
Q2 | $4.1M | Sell |
17,710
-247
| -1% | -$57.2K | 0.08% | 142 |
|
|
2024
Q1 | $4.09M | Buy |
17,957
+448
| +3% | +$102K | 0.09% | 144 |
|
|
2023
Q4 | $3.28M | Buy |
17,509
+1,979
| +13% | +$371K | 0.08% | 156 |
|
|
2023
Q3 | $2.32M | Hold |
15,530
| – | – | 0.06% | 165 |
|
|
2023
Q2 | $2.71M | Sell |
15,530
-140
| -0.9% | -$24.4K | 0.07% | 154 |
|
|
2023
Q1 | $2.58M | Sell |
15,670
-531
| -3% | -$87.6K | 0.08% | 157 |
|
|
2022
Q4 | $2.39M | Sell |
16,201
-35
| -0.2% | -$5.17K | 0.08% | 153 |
|
|
2022
Q3 | $2.19M | Buy |
16,236
+137
| +0.9% | +$18.5K | 0.08% | 142 |
|
|
2022
Q2 | $2.23M | Sell |
16,099
-154
| -0.9% | -$21.4K | 0.08% | 145 |
|
|
2022
Q1 | $3.04M | Sell |
16,253
-1,380
| -8% | -$258K | 0.1% | 134 |
|
|
2021
Q4 | $2.89M | Buy |
17,633
+3,670
| +26% | +$600K | 0.1% | 134 |
|
|
2021
Q3 | $2.34M | Hold |
13,963
| – | – | 0.09% | 138 |
|
|
2021
Q2 | $2.31M | Sell |
13,963
-32
| -0.2% | -$5.29K | 0.09% | 139 |
|
|
2021
Q1 | $1.98M | Hold |
13,995
| – | – | 0.09% | 139 |
|
|
2020
Q4 | $1.69M | Sell |
13,995
-7
| -0% | -$847 | 0.08% | 142 |
|
|
2020
Q3 | $1.4M | Hold |
14,002
| – | – | 0.07% | 151 |
|
|
2020
Q2 | $1.33M | Sell |
14,002
-657
| -4% | -$62.5K | 0.08% | 160 |
|
|
2020
Q1 | $1.26M | Sell |
14,659
-24
| -0.2% | -$2.06K | 0.09% | 148 |
|
|
2019
Q4 | $1.83M | Sell |
14,683
-32
| -0.2% | -$3.98K | 0.1% | 137 |
|
|
2019
Q3 | $1.74M | Buy |
14,715
+1,075
| +8% | +$127K | 0.11% | 141 |
|
|
2019
Q2 | $1.68M | Buy |
13,640
+75
| +0.6% | +$9.25K | 0.1% | 148 |
|
|
2019
Q1 | $1.48M | Sell |
13,565
-200
| -1% | -$21.9K | 0.1% | 162 |
|
|
2018
Q4 | $1.31M | Buy |
13,765
+475
| +4% | +$45.3K | 0.1% | 158 |
|
|
2018
Q3 | $1.42M | Buy |
+13,290
| New | +$1.42M | 0.09% | 158 |
|
|
2018
Q2 | – | Sell |
-13,110
| Closed | -$1.22M | – | 312 |
|
|
2018
Q1 | $1.22M | Sell |
13,110
-100
| -0.8% | -$9.33K | 0.08% | 160 |
|
|
2017
Q4 | $1.31M | Hold |
13,210
| – | – | 0.09% | 158 |
|
|
2017
Q3 | $1.2M | Buy |
13,210
+152
| +1% | +$13.8K | 0.09% | 155 |
|
|
2017
Q2 | $1.1M | Buy |
13,058
+200
| +2% | +$16.8K | 0.09% | 159 |
|
|
2017
Q1 | $1.02M | Sell |
12,858
-112
| -0.9% | -$8.86K | 0.08% | 159 |
|
|
2016
Q4 | $961K | Buy |
+12,970
| New | +$961K | 0.08% | 161 |
|
|
2013
Q4 | $225K | Buy |
+2,486
| New | +$225K | 0.03% | 219 |
|