MidWestOne Financial Group’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 | $1.09M | Hold |
3,417
| – | – | 0.14% | 145 |
|
|
2025
Q1 | $919K | Sell |
3,417
-14
| -0.4% | -$3.77K | 0.13% | 158 |
|
|
2024
Q4 | $1.02M | Hold |
3,431
| – | – | 0.14% | 144 |
|
|
2024
Q3 | $930K | Hold |
3,431
| – | – | 0.13% | 162 |
|
|
2024
Q2 | $794K | Buy |
3,431
+27
| +0.8% | +$6.25K | 0.14% | 172 |
|
|
2024
Q1 | $775K | Hold |
3,404
| – | – | 0.14% | 177 |
|
|
2023
Q4 | $638K | Buy |
3,404
+1,218
| +56% | +$228K | 0.12% | 190 |
|
|
2023
Q3 | $326K | Sell |
2,186
-1,218
| -36% | -$182K | 0.07% | 221 |
|
|
2023
Q2 | $593K | Hold |
3,404
| – | – | 0.13% | 187 |
|
|
2023
Q1 | $561K | Buy |
3,404
+618
| +22% | +$102K | 0.13% | 175 |
|
|
2022
Q4 | $412K | Buy |
2,786
+600
| +27% | +$88.7K | 0.09% | 197 |
|
|
2022
Q3 | $295K | Hold |
2,186
| – | – | 0.08% | 191 |
|
|
2022
Q2 | $303K | Hold |
2,186
| – | – | 0.08% | 188 |
|
|
2022
Q1 | $409K | Hold |
2,186
| – | – | 0.09% | 189 |
|
|
2021
Q4 | $358K | Hold |
2,186
| – | – | 0.08% | 197 |
|
|
2021
Q3 | $366K | Hold |
2,186
| – | – | 0.09% | 180 |
|
|
2021
Q2 | $361K | Hold |
2,186
| – | – | 0.09% | 180 |
|
|
2021
Q1 | $309K | Sell |
2,186
-1
| -0% | -$141 | 0.07% | 184 |
|
|
2020
Q4 | $264K | Sell |
2,187
-44
| -2% | -$5.31K | 0.07% | 186 |
|
|
2020
Q3 | $224K | Hold |
2,231
| – | – | 0.07% | 188 |
|
|
2020
Q2 | $212K | Buy |
+2,231
| New | +$212K | 0.09% | 125 |
|
|
2020
Q1 | – | Sell |
-2,231
| Closed | -$277K | – | 201 |
|
|
2019
Q4 | $277K | Hold |
2,231
| – | – | 0.06% | 200 |
|
|
2019
Q3 | $264K | Hold |
2,231
| – | – | 0.08% | 184 |
|
|
2019
Q2 | $275K | Buy |
+2,231
| New | +$275K | 0.08% | 215 |
|