Laurie J. Hall Trustee’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 | $233K | Buy |
+729
| New | +$233K | 0.08% | 106 |
|
|
2025
Q1 | – | Sell |
-944
| Closed | -$280K | – | 120 |
|
|
2024
Q4 | $280K | Sell |
944
-320
| -25% | -$94.9K | 0.09% | 103 |
|
|
2024
Q3 | $343K | Sell |
1,264
-40
| -3% | -$10.9K | 0.11% | 99 |
|
|
2024
Q2 | $302K | Hold |
1,304
| – | – | 0.11% | 95 |
|
|
2024
Q1 | $297K | Sell |
1,304
-145
| -10% | -$33K | 0.1% | 93 |
|
|
2023
Q4 | $271K | Hold |
1,449
| – | – | 0.1% | 95 |
|
|
2023
Q3 | $216K | Hold |
1,449
| – | – | 0.09% | 100 |
|
|
2023
Q2 | $252K | Hold |
1,449
| – | – | 0.1% | 93 |
|
|
2023
Q1 | $239K | Hold |
1,449
| – | – | 0.1% | 96 |
|
|
2022
Q4 | $214K | Hold |
1,449
| – | – | 0.1% | 100 |
|
|
2022
Q3 | $195K | Hold |
1,449
| – | – | 0.1% | 101 |
|
|
2022
Q2 | $201K | Sell |
1,449
-130
| -8% | -$18K | 0.09% | 102 |
|
|
2022
Q1 | $295K | Hold |
1,579
| – | – | 0.11% | 93 |
|
|
2021
Q4 | $258K | Hold |
1,579
| – | – | 0.09% | 102 |
|
|
2021
Q3 | $265K | Sell |
1,579
-10
| -0.6% | -$1.68K | 0.1% | 92 |
|
|
2021
Q2 | $263K | Sell |
1,589
-445
| -22% | -$73.7K | 0.1% | 96 |
|
|
2021
Q1 | $288K | Hold |
2,034
| – | – | 0.11% | 98 |
|
|
2020
Q4 | $246K | Hold |
2,034
| – | – | 0.1% | 101 |
|
|
2020
Q3 | $204K | Buy |
+2,034
| New | +$204K | 0.09% | 105 |
|
|
2019
Q4 | $291K | Hold |
2,339
| – | – | 0.13% | 92 |
|
|
2019
Q3 | $277K | Hold |
2,339
| – | – | 0.14% | 95 |
|
|
2019
Q2 | $289K | Hold |
2,339
| – | – | 0.15% | 89 |
|
|
2019
Q1 | $256K | Sell |
2,339
-105
| -4% | -$11.5K | 0.13% | 95 |
|
|
2018
Q4 | $262K | Sell |
2,444
-218
| -8% | -$23.4K | 0.14% | 91 |
|
|
2018
Q3 | $283K | Sell |
2,662
-56
| -2% | -$5.95K | 0.15% | 89 |
|
|
2018
Q2 | $266K | Sell |
2,718
-100
| -4% | -$9.79K | 0.15% | 84 |
|
|
2018
Q1 | $263K | Sell |
2,818
-87
| -3% | -$8.12K | 0.16% | 81 |
|
|
2017
Q4 | $288K | Hold |
2,905
| – | – | 0.16% | 81 |
|
|
2017
Q3 | $263K | Hold |
2,905
| – | – | 0.16% | 78 |
|
|
2017
Q2 | $245K | Hold |
2,905
| – | – | 0.16% | 81 |
|
|
2017
Q1 | $226K | Sell |
2,905
-530
| -15% | -$41.2K | 0.14% | 84 |
|
|
2016
Q4 | $259K | Buy |
+3,435
| New | +$259K | 0.17% | 83 |
|
|
2016
Q2 | $214K | Hold |
3,435
| – | – | 0.14% | 88 |
|
|
2016
Q1 | $226K | Hold |
3,435
| – | – | 0.14% | 87 |
|
|
2015
Q4 | $183K | Sell |
3,435
-250
| -7% | -$13.3K | 0.13% | 93 |
|
|
2015
Q3 | $273K | Sell |
3,685
-1,500
| -29% | -$111K | 0.22% | 74 |
|
|
2015
Q2 | $403K | Buy |
5,185
+650
| +14% | +$50.5K | 0.29% | 65 |
|
|
2015
Q1 | $354K | Hold |
4,535
| – | – | 0.26% | 70 |
|
|
2014
Q4 | $422K | Hold |
4,535
| – | – | 0.3% | 60 |
|
|
2014
Q3 | $397K | Buy |
+4,535
| New | +$397K | 0.3% | 60 |
|
|
2014
Q2 | – | Sell |
-4,535
| Closed | -$408K | – | 87 |
|
|
2014
Q1 | $408K | Hold |
4,535
| – | – | 0.32% | 60 |
|
|
2013
Q4 | $411K | Hold |
4,535
| – | – | 0.32% | 62 |
|
|
2013
Q3 | $342K | Hold |
4,535
| – | – | 0.29% | 64 |
|
|
2013
Q2 | $339K | Buy |
+4,535
| New | +$339K | 0.3% | 63 |
|