Patriot Financial Group Insurance Agency’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 | $526K | Hold |
1,649
| – | – | 0.06% | 303 |
|
|
2025
Q1 | $444K | Sell |
1,649
-598
| -27% | -$161K | 0.06% | 312 |
|
|
2024
Q4 | $667K | Sell |
2,247
-59
| -3% | -$17.5K | 0.09% | 238 |
|
|
2024
Q3 | $625K | Sell |
2,306
-247
| -10% | -$67K | 0.08% | 258 |
|
|
2024
Q2 | $591K | Sell |
2,553
-97
| -4% | -$22.5K | 0.09% | 247 |
|
|
2024
Q1 | $603K | Buy |
2,650
+111
| +4% | +$25.3K | 0.1% | 231 |
|
|
2023
Q4 | $476K | Sell |
2,539
-607
| -19% | -$114K | 0.09% | 255 |
|
|
2023
Q3 | $469K | Sell |
3,146
-171
| -5% | -$25.5K | 0.1% | 244 |
|
|
2023
Q2 | $578K | Sell |
3,317
-224
| -6% | -$39K | 0.11% | 216 |
|
|
2023
Q1 | $584K | Buy |
3,541
+311
| +10% | +$51.3K | 0.12% | 199 |
|
|
2022
Q4 | $477K | Buy |
3,230
+154
| +5% | +$22.8K | 0.06% | 218 |
|
|
2022
Q3 | $415K | Buy |
3,076
+122
| +4% | +$16.5K | 0.1% | 221 |
|
|
2022
Q2 | $410K | Buy |
2,954
+86
| +3% | +$11.9K | 0.08% | 235 |
|
|
2022
Q1 | $536K | Sell |
2,868
-404
| -12% | -$75.5K | 0.1% | 224 |
|
|
2021
Q4 | $535K | Buy |
3,272
+365
| +13% | +$59.7K | 0.09% | 226 |
|
|
2021
Q3 | $487K | Buy |
2,907
+44
| +2% | +$7.37K | 0.09% | 238 |
|
|
2021
Q2 | $473K | Buy |
2,863
+563
| +24% | +$93K | 0.09% | 240 |
|
|
2021
Q1 | $325K | Buy |
2,300
+149
| +7% | +$21.1K | 0.07% | 278 |
|
|
2020
Q4 | $260K | Buy |
2,151
+77
| +4% | +$9.31K | 0.07% | 286 |
|
|
2020
Q3 | $208K | Buy |
2,074
+111
| +6% | +$11.1K | 0.07% | 261 |
|
|
2020
Q2 | $187K | Sell |
1,963
-130
| -6% | -$12.4K | 0.07% | 245 |
|
|
2020
Q1 | $179K | Buy |
2,093
+1,360
| +186% | +$116K | 0.08% | 226 |
|
|
2019
Q4 | $91K | Buy |
733
+123
| +20% | +$15.3K | 0.03% | 358 |
|
|
2019
Q3 | $72K | Buy |
610
+1
| +0.2% | +$118 | 0.03% | 368 |
|
|
2019
Q2 | $76K | Buy |
609
+299
| +96% | +$37.3K | 0.03% | 363 |
|
|
2019
Q1 | $67K | Sell |
310
-474
| -60% | -$102K | 0.03% | 339 |
|
|
2018
Q4 | $75K | Buy |
784
+352
| +81% | +$33.7K | 0.05% | 258 |
|
|
2018
Q3 | $46K | Buy |
432
+249
| +136% | +$26.5K | 0.03% | 309 |
|
|
2018
Q2 | $18K | Sell |
183
-140
| -43% | -$13.8K | 0.02% | 305 |
|
|
2018
Q1 | $29K | Buy |
323
+1
| +0.3% | +$90 | 0.02% | 396 |
|
|
2017
Q4 | $32K | Buy |
322
+74
| +30% | +$7.35K | 0.02% | 365 |
|
|
2017
Q3 | $23K | Sell |
248
-1
| -0.4% | -$93 | 0.02% | 370 |
|
|
2017
Q2 | $21K | Buy |
249
+16
| +7% | +$1.35K | 0.02% | 371 |
|
|
2017
Q1 | $18K | Hold |
233
| – | – | 0.02% | 376 |
|
|
2016
Q4 | $18K | Buy |
+233
| New | +$18K | 0.02% | 354 |
|