Members Trust’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 | $673K | Buy |
2,111
+500
| +31% | +$159K | 0.02% | 63 |
|
|
2025
Q1 | $433K | Sell |
1,611
-267
| -14% | -$71.8K | 0.02% | 83 |
|
|
2024
Q4 | $557K | Sell |
1,878
-147
| -7% | -$43.6K | 0.02% | 61 |
|
|
2024
Q3 | $549K | Buy |
2,025
+4
| +0.2% | +$1.09K | 0.02% | 65 |
|
|
2024
Q2 | $468K | Sell |
2,021
-7
| -0.3% | -$1.62K | 0.01% | 69 |
|
|
2024
Q1 | $462K | Sell |
2,028
-351
| -15% | -$79.9K | 0.01% | 67 |
|
|
2023
Q4 | $447K | Buy |
2,379
+175
| +8% | +$32.9K | 0.01% | 67 |
|
|
2023
Q3 | $331K | Hold |
2,204
| – | – | 0.01% | 82 |
|
|
2023
Q2 | $384K | Buy |
+2,204
| New | +$384K | 0.01% | 77 |
|
|
2022
Q4 | – | Sell |
-2,969
| Closed | -$401K | – | 43 |
|
|
2022
Q3 | $401K | Buy |
2,969
+1,089
| +58% | +$147K | 0.01% | 70 |
|
|
2022
Q2 | $261K | Buy |
1,880
+173
| +10% | +$24K | 0.01% | 89 |
|
|
2022
Q1 | $319K | Buy |
1,707
+50
| +3% | +$9.34K | 0.01% | 87 |
|
|
2021
Q4 | $271K | Hold |
1,657
| – | – | 0.01% | 103 |
|
|
2021
Q3 | $284K | Sell |
1,657
-85
| -5% | -$14.6K | 0.01% | 98 |
|
|
2021
Q2 | $288K | Sell |
1,742
-114
| -6% | -$18.8K | 0.01% | 101 |
|
|
2021
Q1 | $263K | Buy |
1,856
+68
| +4% | +$9.64K | 0.01% | 93 |
|
|
2020
Q4 | $216K | Buy |
+1,788
| New | +$216K | 0.01% | 101 |
|