Perkins Coie Trust Company’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 | – | Sell |
-4
| Closed | -$1.08K | – | 296 |
|
|
2025
Q1 | $1.08K | Buy |
+4
| New | +$1.08K | ﹤0.01% | 294 |
|
|
2023
Q4 | – | Sell |
-19
| Closed | -$2.83K | – | 320 |
|
|
2023
Q3 | $2.83K | Sell |
19
-131
| -87% | -$19.5K | ﹤0.01% | 319 |
|
|
2023
Q2 | $26.1K | Hold |
150
| – | – | 0.01% | 145 |
|
|
2023
Q1 | $24.7K | Hold |
150
| – | – | 0.01% | 156 |
|
|
2022
Q4 | $22.2K | Hold |
150
| – | – | 0.01% | 156 |
|
|
2022
Q3 | $20K | Hold |
150
| – | – | 0.01% | 165 |
|
|
2022
Q2 | $21K | Hold |
150
| – | – | 0.01% | 162 |
|
|
2022
Q1 | $28K | Buy |
+150
| New | +$28K | 0.01% | 166 |
|
|
2021
Q2 | – | Sell |
-30
| Closed | -$4K | – | 297 |
|
|
2021
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 218 |
|
|
2020
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 229 |
|
|
2020
Q3 | $3K | Sell |
30
-12
| -29% | -$1.2K | ﹤0.01% | 227 |
|
|
2020
Q2 | $4K | Sell |
42
-405
| -91% | -$38.6K | ﹤0.01% | 232 |
|
|
2020
Q1 | $38K | Buy |
447
+12
| +3% | +$1.02K | 0.02% | 168 |
|
|
2019
Q4 | $54K | Hold |
435
| – | – | 0.02% | 167 |
|
|
2019
Q3 | $51K | Hold |
435
| – | – | 0.02% | 164 |
|
|
2019
Q2 | $54K | Buy |
435
+30
| +7% | +$3.72K | 0.02% | 160 |
|
|
2019
Q1 | $44K | Hold |
405
| – | – | 0.02% | 168 |
|
|
2018
Q4 | $39K | Hold |
405
| – | – | 0.02% | 171 |
|
|
2018
Q3 | $43K | Hold |
405
| – | – | 0.02% | 181 |
|
|
2018
Q2 | $40K | Hold |
405
| – | – | 0.02% | 186 |
|
|
2018
Q1 | $38K | Buy |
+405
| New | +$38K | 0.02% | 191 |
|
|
2017
Q1 | – | Sell |
-40
| Closed | -$3K | – | 293 |
|
|
2016
Q4 | $3K | Sell |
40
-125
| -76% | -$9.38K | ﹤0.01% | 272 |
|
|
2016
Q3 | $11K | Hold |
165
| – | – | 0.01% | 208 |
|
|
2016
Q2 | $10K | Hold |
165
| – | – | 0.01% | 211 |
|
|
2016
Q1 | $10K | Hold |
165
| – | – | 0.01% | 209 |
|
|
2015
Q4 | $11K | Sell |
165
-100
| -38% | -$6.67K | 0.01% | 198 |
|
|
2015
Q3 | $20K | Hold |
265
| – | – | 0.02% | 174 |
|
|
2015
Q2 | $21K | Buy |
265
+40
| +18% | +$3.17K | 0.02% | 180 |
|
|
2015
Q1 | $18K | Buy |
225
+50
| +29% | +$4K | 0.01% | 185 |
|
|
2014
Q4 | $16K | Hold |
175
| – | – | 0.01% | 182 |
|
|
2014
Q3 | $15K | Buy |
+175
| New | +$15K | 0.01% | 187 |
|