Private Trust Company’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.85M | Sell |
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|
2025
Q2 | $2.05M | Sell |
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|
2025
Q1 | $1.75M | Sell |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $889K | Sell |
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|
2023
Q3 | $731K | Sell |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $827K | Buy |
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|
2022
Q4 | $694K | Buy |
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|
2022
Q3 | $627K | Buy |
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|
2022
Q2 | $641K | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $955K | Sell |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $959K | Sell |
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|
2021
Q1 | $860K | Sell |
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|
2020
Q4 | $760K | Sell |
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|
2020
Q3 | $652K | Buy |
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|
2020
Q2 | $626K | Buy |
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|
2020
Q1 | $506K | Buy |
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|
2019
Q4 | $658K | Sell |
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|
2019
Q3 | $638K | Buy |
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|
2019
Q2 | $660K | Sell |
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|
2019
Q1 | $757K | Buy |
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|
2018
Q4 | $630K | Buy |
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|
2018
Q3 | $617K | Sell |
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|
2018
Q2 | $703K | Buy |
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|
2018
Q1 | $641K | Buy |
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|
2017
Q4 | $667K | Sell |
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|
2017
Q3 | $620K | Buy |
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|
2017
Q2 | $514K | Sell |
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|
2017
Q1 | $483K | Sell |
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|
2016
Q4 | $462K | Buy |
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|
2016
Q3 | $379K | Buy |
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|
2016
Q2 | $330K | Sell |
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|
2016
Q1 | $340K | Sell |
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|
2015
Q4 | $1.27M | Sell |
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|
2015
Q3 | $1.64M | Sell |
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|
2015
Q2 | $1.77M | Buy |
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|
2015
Q1 | $1.59M | Buy |
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|
2014
Q4 | $1.22M | Buy |
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|
2014
Q3 | $795K | Sell |
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|
2014
Q2 | $924K | Buy |
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|
2014
Q1 | $869K | Sell |
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|
2013
Q4 | $918K | Sell |
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|
2013
Q3 | $783K | Buy |
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|
2013
Q2 | $757K | Buy |
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