Mechanics Bank - Trust Department’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 | $445K | Sell |
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|
2025
Q1 | $620K | Hold |
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|
2024
Q4 | $684K | Sell |
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|
2024
Q3 | $724K | Buy |
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|
2024
Q2 | $597K | Hold |
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|
2024
Q1 | $587K | Buy |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $406K | Sell |
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|
2023
Q2 | $479K | Buy |
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|
2023
Q1 | $379K | Hold |
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|
2022
Q4 | $340K | Hold |
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $326K | Hold |
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|
2022
Q1 | $439K | Sell |
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|
2021
Q4 | $425K | Sell |
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|
2021
Q3 | $498K | Hold |
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|
2021
Q2 | $492K | Buy |
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|
2021
Q1 | $294K | Sell |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $746K | Buy |
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|
2018
Q2 | $677K | Buy |
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|
2018
Q1 | $626K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $332K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $204K | Sell |
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|
2015
Q2 | $286K | Sell |
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|
2015
Q1 | $384K | Sell |
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|
2014
Q4 | $483K | Sell |
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|
2014
Q3 | $818K | Buy |
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|
2014
Q2 | $796K | Sell |
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|
2014
Q1 | $821K | Buy |
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|
2013
Q4 | $818K | Buy |
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|
2013
Q3 | $591K | Buy |
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|
2013
Q2 | $544K | Buy |
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