Old North State 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 | $484K | Buy |
1,517
+574
| +61% | +$183K | 0.33% | 77 |
|
|
2025
Q1 | $280K | Hold |
943
| – | – | 0.18% | 109 |
|
|
2024
Q4 | $280K | Buy |
+943
| New | +$280K | 0.18% | 109 |
|
|
2022
Q1 | – | Sell |
-355
| Closed | -$58K | – | 146 |
|
|
2021
Q4 | $58K | Buy |
355
+345
| +3,450% | +$56.4K | 0.04% | 211 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 324 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 338 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 337 |
|
|
2020
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 435 |
|
|
2019
Q4 | – | Sell |
-45
| Closed | -$5K | – | 342 |
|
|
2019
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 342 |
|
|
2019
Q2 | $6K | Hold |
45
| – | – | ﹤0.01% | 322 |
|
|
2019
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 341 |
|
|
2018
Q4 | $4K | Sell |
45
-65
| -59% | -$5.78K | ﹤0.01% | 342 |
|
|
2018
Q3 | $11K | Buy |
+110
| New | +$11K | 0.01% | 303 |
|