Independence Bank of Kentucky’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 | $295K | Sell |
925
-40
| -4% | -$12.8K | 0.04% | 245 |
|
|
2025
Q1 | $260K | Sell |
965
-25
| -3% | -$6.73K | 0.04% | 253 |
|
|
2024
Q4 | $294K | Sell |
990
-25
| -2% | -$7.42K | 0.05% | 248 |
|
|
2024
Q3 | $275K | Sell |
1,015
-25
| -2% | -$6.78K | 0.06% | 231 |
|
|
2024
Q2 | $241K | Hold |
1,040
| – | – | 0.06% | 210 |
|
|
2024
Q1 | $237K | Sell |
1,040
-25
| -2% | -$5.69K | 0.07% | 203 |
|
|
2023
Q4 | $200K | Hold |
1,065
| – | – | 0.07% | 201 |
|
|
2023
Q3 | $159K | Hold |
1,065
| – | – | 0.07% | 183 |
|
|
2023
Q2 | $186K | Buy |
1,065
+25
| +2% | +$4.36K | 0.08% | 171 |
|
|
2023
Q1 | $172K | Sell |
1,040
-190
| -15% | -$31.3K | 0.07% | 174 |
|
|
2022
Q4 | $182K | Hold |
1,230
| – | – | 0.08% | 162 |
|
|
2022
Q3 | $166K | Sell |
1,230
-100
| -8% | -$13.5K | 0.08% | 151 |
|
|
2022
Q2 | $184K | Hold |
1,330
| – | – | 0.08% | 155 |
|
|
2022
Q1 | $249K | Sell |
1,330
-50
| -4% | -$9.36K | 0.1% | 150 |
|
|
2021
Q4 | $226K | Sell |
1,380
-75
| -5% | -$12.3K | 0.09% | 151 |
|
|
2021
Q3 | $244K | Sell |
1,455
-75
| -5% | -$12.6K | 0.11% | 141 |
|
|
2021
Q2 | $253K | Sell |
1,530
-110
| -7% | -$18.2K | 0.11% | 139 |
|
|
2021
Q1 | $232K | Sell |
1,640
-150
| -8% | -$21.2K | 0.11% | 139 |
|
|
2020
Q4 | $216K | Hold |
1,790
| – | – | 0.11% | 141 |
|
|
2020
Q3 | $179K | Sell |
1,790
-250
| -12% | -$25K | 0.1% | 137 |
|
|
2020
Q2 | $194K | Buy |
2,040
+325
| +19% | +$30.9K | 0.13% | 123 |
|
|
2020
Q1 | $147K | Buy |
1,715
+325
| +23% | +$27.9K | 0.12% | 126 |
|
|
2019
Q4 | $173K | Hold |
1,390
| – | – | 0.11% | 131 |
|
|
2019
Q3 | $164K | Sell |
1,390
-125
| -8% | -$14.7K | 0.12% | 131 |
|
|
2019
Q2 | $187K | Hold |
1,515
| – | – | 0.15% | 119 |
|
|
2019
Q1 | $166K | Sell |
1,515
-10
| -0.7% | -$1.1K | 0.14% | 118 |
|
|
2018
Q4 | $145K | Sell |
1,525
-100
| -6% | -$9.51K | 0.13% | 115 |
|
|
2018
Q3 | $173K | Sell |
1,625
-125
| -7% | -$13.3K | 0.14% | 114 |
|
|
2018
Q2 | $172K | Sell |
1,750
-1,045
| -37% | -$103K | 0.14% | 105 |
|
|
2018
Q1 | $261K | Sell |
2,795
-860
| -24% | -$80.3K | 0.22% | 97 |
|
|
2017
Q4 | $363K | Buy |
+3,655
| New | +$363K | 0.31% | 77 |
|