Indiana Trust & Investment Management’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 | $876K | Hold |
2,745
| – | – | 0.29% | 70 |
|
2025
Q1 | $739K | Sell |
2,745
-17
| -0.6% | -$4.57K | 0.27% | 76 |
|
2024
Q4 | $820K | Sell |
2,762
-80
| -3% | -$23.7K | 0.28% | 74 |
|
2024
Q3 | $771K | Sell |
2,842
-40
| -1% | -$10.8K | 0.26% | 77 |
|
2024
Q2 | $667K | Buy |
2,882
+345
| +14% | +$79.9K | 0.24% | 78 |
|
2024
Q1 | $578K | Hold |
2,537
| – | – | 0.23% | 85 |
|
2023
Q4 | $475K | Buy |
2,537
+150
| +6% | +$28.1K | 0.21% | 95 |
|
2023
Q3 | $356K | Hold |
2,387
| – | – | 0.18% | 106 |
|
2023
Q2 | $416K | Sell |
2,387
-420
| -15% | -$73.2K | 0.21% | 73 |
|
2023
Q1 | $463K | Sell |
2,807
-75
| -3% | -$12.4K | 0.25% | 71 |
|
2022
Q4 | $426 | Hold |
2,882
| – | – | 0.24% | 72 |
|
2022
Q3 | $389K | Sell |
2,882
-379
| -12% | -$51.2K | 0.24% | 74 |
|
2022
Q2 | $452K | Buy |
3,261
+79
| +2% | +$11K | 0.25% | 68 |
|
2022
Q1 | $595K | Sell |
3,182
-59
| -2% | -$11K | 0.29% | 64 |
|
2021
Q4 | $530K | Hold |
3,241
| – | – | 0.24% | 67 |
|
2021
Q3 | $543K | Sell |
3,241
-636
| -16% | -$107K | 0.27% | 62 |
|
2021
Q2 | $468K | Buy |
3,877
+56
| +1% | +$6.76K | 0.26% | 68 |
|
2021
Q1 | $540K | Sell |
3,821
-56
| -1% | -$7.91K | 0.29% | 62 |
|
2020
Q4 | $468K | Sell |
3,877
-335
| -8% | -$40.4K | 0.26% | 68 |
|
2020
Q3 | $423K | Buy |
4,212
+293
| +7% | +$29.4K | 0.25% | 66 |
|
2020
Q2 | $373K | Sell |
3,919
-200
| -5% | -$19K | 0.23% | 72 |
|
2020
Q1 | $352K | Sell |
4,119
-529
| -11% | -$45.2K | 0.25% | 70 |
|
2019
Q4 | $579K | Sell |
4,648
-415
| -8% | -$51.7K | 0.32% | 61 |
|
2019
Q3 | $599K | Sell |
5,063
-325
| -6% | -$38.5K | 0.34% | 62 |
|
2019
Q2 | $665K | Sell |
5,388
-75
| -1% | -$9.26K | 0.36% | 60 |
|
2019
Q1 | $597K | Sell |
5,463
-415
| -7% | -$45.4K | 0.31% | 65 |
|
2018
Q4 | $560K | Sell |
5,878
-170
| -3% | -$16.2K | 0.31% | 66 |
|
2018
Q3 | $644K | Sell |
6,048
-105
| -2% | -$11.2K | 0.29% | 68 |
|
2018
Q2 | $603K | Sell |
6,153
-850
| -12% | -$83.3K | 0.29% | 68 |
|
2018
Q1 | $653K | Sell |
7,003
-385
| -5% | -$35.9K | 0.3% | 70 |
|
2017
Q4 | $734K | Buy |
7,388
+385
| +5% | +$38.3K | 0.34% | 63 |
|
2017
Q3 | $633K | Hold |
7,003
| – | – | 0.31% | 65 |
|
2017
Q2 | $590K | Buy |
7,003
+323
| +5% | +$27.2K | 0.29% | 69 |
|
2017
Q1 | $528K | Buy |
6,680
+565
| +9% | +$44.7K | 0.26% | 71 |
|
2016
Q4 | $453K | Buy |
6,115
+80
| +1% | +$5.93K | 0.24% | 79 |
|
2016
Q3 | $386K | Buy |
6,035
+100
| +2% | +$6.4K | 0.19% | 89 |
|
2016
Q2 | $361K | Hold |
5,935
| – | – | 0.18% | 91 |
|
2016
Q1 | $364K | Sell |
5,935
-11,570
| -66% | -$710K | 0.19% | 91 |
|
2015
Q4 | $1.63M | Buy |
17,505
+11,915
| +213% | +$1.11M | 0.85% | 36 |
|
2015
Q3 | $414K | Sell |
5,590
-12,135
| -68% | -$899K | 0.24% | 80 |
|
2015
Q2 | $1.38M | Sell |
17,725
-75
| -0.4% | -$5.83K | 0.71% | 40 |
|
2015
Q1 | $1.39M | Buy |
17,800
+295
| +2% | +$23.1K | 0.7% | 39 |
|
2014
Q4 | $1.63M | Buy |
17,505
+3,280
| +23% | +$305K | 0.85% | 36 |
|
2014
Q3 | $1.25M | Sell |
14,225
-100
| -0.7% | -$8.75K | 0.65% | 48 |
|
2014
Q2 | $1.36M | Buy |
14,325
+180
| +1% | +$17.1K | 0.79% | 43 |
|
2014
Q1 | $1.27M | Buy |
14,145
+9,770
| +223% | +$879K | 0.79% | 38 |
|
2013
Q4 | $397K | Buy |
4,375
+3,175
| +265% | +$288K | 0.23% | 79 |
|
2013
Q3 | $91K | Buy |
+1,200
| New | +$91K | 0.05% | 136 |
|