Nixon Peabody 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 | $2.43M | Buy |
7,627
+283
| +4% | +$90.3K | 0.19% | 70 |
|
|
2025
Q1 | $1.98M | Sell |
7,344
-92
| -1% | -$24.8K | 0.17% | 69 |
|
|
2024
Q4 | $2.21M | Buy |
7,436
+132
| +2% | +$39.2K | 0.18% | 67 |
|
|
2024
Q3 | $1.98M | Hold |
7,304
| – | – | 0.17% | 62 |
|
|
2024
Q2 | $1.69M | Hold |
7,304
| – | – | 0.15% | 61 |
|
|
2024
Q1 | $1.66M | Sell |
7,304
-21
| -0.3% | -$4.78K | 0.15% | 59 |
|
|
2023
Q4 | $1.37M | Buy |
+7,325
| New | +$1.37M | 0.15% | 59 |
|
|
2022
Q1 | – | Sell |
-1,356
| Closed | -$222K | – | 83 |
|
|
2021
Q4 | $222K | Sell |
1,356
-40
| -3% | -$6.55K | 0.07% | 84 |
|
|
2021
Q3 | $234K | Buy |
+1,396
| New | +$234K | 0.08% | 68 |
|
|
2016
Q3 | – | Sell |
-4,565
| Closed | -$277K | – | 70 |
|
|
2016
Q2 | $277K | Hold |
4,565
| – | – | 0.24% | 77 |
|
|
2016
Q1 | $280K | Hold |
4,565
| – | – | 0.25% | 75 |
|
|
2015
Q4 | $317K | Buy |
+4,565
| New | +$317K | 0.29% | 77 |
|