JEST
JTC Employer Solutions Trustee’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.18M | Sell |
22,500
-5,000
| -18% | -$1.59M | 0.68% | 20 |
|
|
2025
Q1 | $7.4M | Hold |
27,500
| – | – | 0.61% | 20 |
|
|
2024
Q4 | $8.18M | Hold |
27,500
| – | – | 0.58% | 20 |
|
|
2024
Q3 | $7.46M | Hold |
27,500
| – | – | 0.49% | 20 |
|
|
2024
Q2 | $6.37M | Hold |
27,500
| – | – | 0.43% | 21 |
|
|
2024
Q1 | $6.27M | Sell |
27,500
-10,000
| -27% | -$2.28M | 0.4% | 21 |
|
|
2023
Q4 | $7.04M | Hold |
37,500
| – | – | 0.64% | 19 |
|
|
2023
Q3 | $5.6M | Hold |
37,500
| – | – | 0.52% | 21 |
|
|
2023
Q2 | $6.53M | Hold |
37,500
| – | – | 0.62% | 18 |
|
|
2023
Q1 | $6.19M | Hold |
37,500
| – | – | 0.66% | 15 |
|
|
2022
Q4 | $5.54M | Hold |
37,500
| – | – | 0.47% | 19 |
|
|
2022
Q3 | $5.06M | Hold |
37,500
| – | – | 0.84% | 18 |
|
|
2022
Q2 | $5.2M | Hold |
37,500
| – | – | 0.68% | 16 |
|
|
2022
Q1 | $7.01M | Hold |
37,500
| – | – | 0.78% | 17 |
|
|
2021
Q4 | $6.13M | Hold |
37,500
| – | – | 0.76% | 19 |
|
|
2021
Q3 | $6.28M | Buy |
+37,500
| New | +$6.28M | 0.84% | 18 |
|