Sabal 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
Q1 | $220K | Buy |
+816
| New | +$220K | 0.01% | 222 |
|
|
2016
Q3 | – | Sell |
-6,690
| Closed | -$406K | – | 124 |
|
|
2016
Q2 | $406K | Sell |
6,690
-2,104
| -24% | -$128K | 0.05% | 83 |
|
|
2016
Q1 | $540K | Sell |
8,794
-1,000
| -10% | -$61.4K | 0.06% | 71 |
|
|
2015
Q4 | $681K | Buy |
+9,794
| New | +$681K | 0.09% | 66 |
|