Greenleaf 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 | $5.33M | Sell |
16,705
-4,711
| -22% | -$1.5M | 0.05% | 98 |
|
|
2025
Q1 | $5.76M | Sell |
21,416
-330
| -2% | -$88.8K | 0.05% | 94 |
|
|
2024
Q4 | $6.45M | Buy |
21,746
+310
| +1% | +$92K | 0.06% | 89 |
|
|
2024
Q3 | $5.81M | Buy |
21,436
+81
| +0.4% | +$22K | 0.05% | 95 |
|
|
2024
Q2 | $4.94M | Buy |
21,355
+142
| +0.7% | +$32.9K | 0.05% | 100 |
|
|
2024
Q1 | $4.83M | Buy |
21,213
+8
| +0% | +$1.82K | 0.04% | 102 |
|
|
2023
Q4 | $3.97M | Sell |
21,205
-296
| -1% | -$55.5K | 0.04% | 111 |
|
|
2023
Q3 | $3.21M | Buy |
21,501
+364
| +2% | +$54.3K | 0.04% | 112 |
|
|
2023
Q2 | $3.68M | Sell |
21,137
-746
| -3% | -$130K | 0.04% | 106 |
|
|
2023
Q1 | $3.61M | Buy |
21,883
+515
| +2% | +$84.9K | 0.04% | 110 |
|
|
2022
Q4 | $3.16M | Buy |
21,368
+1,528
| +8% | +$226K | 0.04% | 118 |
|
|
2022
Q3 | $2.68M | Buy |
19,840
+2,185
| +12% | +$295K | 0.04% | 122 |
|
|
2022
Q2 | $2.45M | Buy |
17,655
+1,002
| +6% | +$139K | 0.04% | 114 |
|
|
2022
Q1 | $3.11M | Buy |
16,653
+1,884
| +13% | +$352K | 0.04% | 98 |
|
|
2021
Q4 | $2.42M | Buy |
14,769
+1,406
| +11% | +$230K | 0.03% | 120 |
|
|
2021
Q3 | $2.24M | Buy |
13,363
+526
| +4% | +$88.1K | 0.03% | 109 |
|
|
2021
Q2 | $2.12M | Buy |
12,837
+35
| +0.3% | +$5.78K | 0.03% | 121 |
|
|
2021
Q1 | $1.81M | Buy |
12,802
+1,381
| +12% | +$195K | 0.02% | 130 |
|
|
2020
Q4 | $1.38M | Buy |
11,421
+517
| +5% | +$62.5K | 0.02% | 139 |
|
|
2020
Q3 | $1.09M | Buy |
10,904
+645
| +6% | +$64.7K | 0.02% | 148 |
|
|
2020
Q2 | $977K | Buy |
10,259
+1,589
| +18% | +$151K | 0.02% | 163 |
|
|
2020
Q1 | $742K | Sell |
8,670
-469
| -5% | -$40.1K | 0.01% | 168 |
|
|
2019
Q4 | $1.14M | Sell |
9,139
-42
| -0.5% | -$5.23K | 0.02% | 152 |
|
|
2019
Q3 | $1.09M | Sell |
9,181
-171
| -2% | -$20.2K | 0.02% | 153 |
|
|
2019
Q2 | $1.15M | Buy |
9,352
+514
| +6% | +$63.4K | 0.02% | 152 |
|
|
2019
Q1 | $966K | Sell |
8,838
-1,663
| -16% | -$182K | 0.02% | 163 |
|
|
2018
Q4 | $1M | Buy |
10,501
+1,292
| +14% | +$123K | 0.02% | 154 |
|
|
2018
Q3 | $981K | Buy |
9,209
+978
| +12% | +$104K | 0.02% | 177 |
|
|
2018
Q2 | $807K | Buy |
8,231
+2,109
| +34% | +$207K | 0.02% | 189 |
|
|
2018
Q1 | $571K | Buy |
6,122
+327
| +6% | +$30.5K | 0.01% | 224 |
|
|
2017
Q4 | $576K | Buy |
5,795
+182
| +3% | +$18.1K | 0.01% | 227 |
|
|
2017
Q3 | $508K | Buy |
5,613
+1,316
| +31% | +$119K | 0.01% | 228 |
|
|
2017
Q2 | $362K | Buy |
4,297
+252
| +6% | +$21.2K | 0.01% | 246 |
|
|
2017
Q1 | $320K | Buy |
4,045
+110
| +3% | +$8.7K | 0.01% | 215 |
|
|
2016
Q4 | $292K | Buy |
+3,935
| New | +$292K | 0.01% | 180 |
|
|
2016
Q1 | – | Sell |
-5,097
| Closed | -$354K | – | 164 |
|
|
2015
Q4 | $354K | Sell |
5,097
-2,275
| -31% | -$158K | 0.01% | 125 |
|
|
2015
Q3 | $546K | Buy |
7,372
+3,006
| +69% | +$223K | 0.02% | 101 |
|
|
2015
Q2 | $339K | Buy |
4,366
+1,307
| +43% | +$101K | 0.01% | 124 |
|
|
2015
Q1 | $239K | Buy |
3,059
+575
| +23% | +$44.9K | 0.01% | 137 |
|
|
2014
Q4 | $231K | Buy |
+2,484
| New | +$231K | 0.01% | 141 |
|