Pioneer Trust Bank’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 | $829K | Hold |
2,600
| – | – | 0.21% | 46 |
|
|
2025
Q1 | $700K | Hold |
2,600
| – | – | 0.18% | 48 |
|
|
2024
Q4 | $772K | Hold |
2,600
| – | – | 0.19% | 47 |
|
|
2024
Q3 | $705K | Hold |
2,600
| – | – | 0.18% | 51 |
|
|
2024
Q2 | $602K | Hold |
2,600
| – | – | 0.16% | 52 |
|
|
2024
Q1 | $592K | Hold |
2,600
| – | – | 0.16% | 51 |
|
|
2023
Q4 | $487K | Hold |
2,600
| – | – | 0.15% | 53 |
|
|
2023
Q3 | $388K | Hold |
2,600
| – | – | 0.13% | 56 |
|
|
2023
Q2 | $453K | Hold |
2,600
| – | – | 0.13% | 56 |
|
|
2023
Q1 | $429K | Hold |
2,600
| – | – | 0.13% | 58 |
|
|
2022
Q4 | $384K | Sell |
2,600
-125
| -5% | -$18.5K | 0.12% | 59 |
|
|
2022
Q3 | $368K | Sell |
2,725
-140
| -5% | -$18.9K | 0.12% | 55 |
|
|
2022
Q2 | $397K | Hold |
2,865
| – | – | 0.13% | 55 |
|
|
2022
Q1 | $536K | Buy |
2,865
+5
| +0.2% | +$935 | 0.15% | 55 |
|
|
2021
Q4 | $468K | Sell |
2,860
-35
| -1% | -$5.73K | 0.12% | 54 |
|
|
2021
Q3 | $485K | Sell |
2,895
-39
| -1% | -$6.53K | 0.14% | 53 |
|
|
2021
Q2 | $485K | Hold |
2,934
| – | – | 0.14% | 53 |
|
|
2021
Q1 | $415K | Hold |
2,934
| – | – | 0.12% | 54 |
|
|
2020
Q4 | $354K | Hold |
2,934
| – | – | 0.11% | 57 |
|
|
2020
Q3 | $294K | Hold |
2,934
| – | – | 0.1% | 58 |
|
|
2020
Q2 | $279K | Hold |
2,934
| – | – | 0.11% | 59 |
|
|
2020
Q1 | $251K | Buy |
2,934
+39
| +1% | +$3.34K | 0.12% | 61 |
|
|
2019
Q4 | $360K | Hold |
2,895
| – | – | 0.13% | 60 |
|
|
2019
Q3 | $342K | Hold |
2,895
| – | – | 0.14% | 61 |
|
|
2019
Q2 | $357K | Hold |
2,895
| – | – | 0.15% | 62 |
|
|
2019
Q1 | $317K | Buy |
2,895
+125
| +5% | +$13.7K | 0.14% | 64 |
|
|
2018
Q4 | $264K | Hold |
2,770
| – | – | 0.13% | 65 |
|
|
2018
Q3 | $295K | Sell |
2,770
-500
| -15% | -$53.2K | 0.13% | 62 |
|
|
2018
Q2 | $321K | Hold |
3,270
| – | – | 0.15% | 65 |
|
|
2018
Q1 | $305K | Hold |
3,270
| – | – | 0.16% | 63 |
|
|
2017
Q4 | $325K | Sell |
3,270
-1,270
| -28% | -$126K | 0.16% | 62 |
|
|
2017
Q3 | $411K | Sell |
4,540
-8,825
| -66% | -$799K | 0.21% | 59 |
|
|
2017
Q2 | $1.13M | Buy |
13,365
+1,330
| +11% | +$112K | 0.62% | 43 |
|
|
2017
Q1 | $952K | Hold |
12,035
| – | – | 0.54% | 44 |
|
|
2016
Q4 | $892K | Hold |
12,035
| – | – | 0.53% | 43 |
|
|
2016
Q3 | $771K | Hold |
12,035
| – | – | 0.47% | 43 |
|
|
2016
Q2 | $732K | Buy |
12,035
+2,895
| +32% | +$176K | 0.44% | 46 |
|
|
2016
Q1 | $561K | Buy |
9,140
+795
| +10% | +$48.8K | 0.35% | 50 |
|
|
2015
Q4 | $581K | Buy |
8,345
+4,395
| +111% | +$306K | 0.38% | 48 |
|
|
2015
Q3 | $293K | Hold |
3,950
| – | – | 0.2% | 60 |
|
|
2015
Q2 | $307K | Buy |
3,950
+170
| +4% | +$13.2K | 0.2% | 59 |
|
|
2015
Q1 | $295K | Buy |
3,780
+430
| +13% | +$33.6K | 0.19% | 60 |
|
|
2014
Q4 | $312K | Buy |
3,350
+250
| +8% | +$23.3K | 0.2% | 59 |
|
|
2014
Q3 | $272K | Buy |
3,100
+500
| +19% | +$43.9K | 0.19% | 59 |
|
|
2014
Q2 | $246K | Hold |
2,600
| – | – | 0.17% | 59 |
|
|
2014
Q1 | $234K | Hold |
2,600
| – | – | 0.17% | 59 |
|
|
2013
Q4 | $236K | Buy |
+2,600
| New | +$236K | 0.17% | 58 |
|
|
2013
Q3 | – | Sell |
-3,017
| Closed | -$225K | – | 60 |
|
|
2013
Q2 | $225K | Buy |
+3,017
| New | +$225K | 0.17% | 58 |
|