JTC Employer Solutions Trustee’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.17M Sell
2025
Q1
$7.4M Hold
2024
Q4
$8.18M Hold
2024
Q3
$7.46M Hold
2024
Q2
$6.37M Hold
2024
Q1
$6.26M Sell
2023
Q4
$7.04M Hold
2023
Q3
$5.6M Hold
2023
Q2
$6.53M Hold
2023
Q1
$6.18M Hold
2022
Q4
$5.54M Hold
2022
Q3
$5.06M Hold
2022
Q2
$5.2M Hold
2022
Q1
$7.01M Hold
2021
Q4
$6.13M Hold
2021
Q3
$6.28M Buy