Mechanics Financial Corp’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 | $598K | Hold |
1,876
| – | – | 0.25% | 75 |
|
|
2025
Q1 | $505K | Buy |
1,876
+116
| +7% | +$31.2K | 0.23% | 78 |
|
|
2024
Q4 | $522K | Hold |
1,760
| – | – | 0.23% | 78 |
|
|
2024
Q3 | $477K | Sell |
1,760
-190
| -10% | -$51.5K | 0.21% | 79 |
|
|
2024
Q2 | $452K | Hold |
1,950
| – | – | 0.23% | 83 |
|
|
2024
Q1 | $444K | Hold |
1,950
| – | – | 0.23% | 82 |
|
|
2023
Q4 | $365K | Hold |
1,950
| – | – | 0.21% | 83 |
|
|
2023
Q3 | $291K | Hold |
1,950
| – | – | 0.16% | 84 |
|
|
2023
Q2 | $340K | Sell |
1,950
-100
| -5% | -$17.4K | 0.18% | 80 |
|
|
2023
Q1 | $338K | Hold |
2,050
| – | – | 0.2% | 87 |
|
|
2022
Q4 | $303K | Hold |
2,050
| – | – | 0.18% | 94 |
|
|
2022
Q3 | $277K | Sell |
2,050
-300
| -13% | -$40.5K | 0.18% | 92 |
|
|
2022
Q2 | $326K | Hold |
2,350
| – | – | 0.2% | 86 |
|
|
2022
Q1 | $439K | Sell |
2,350
-35
| -1% | -$6.54K | 0.23% | 76 |
|
|
2021
Q4 | $390K | Buy |
+2,385
| New | +$390K | 0.18% | 85 |
|