Sandy Spring 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
Q1
$13.4M Sell
49,786
-919
-2% -$247K 0.56% 42
2024
Q4
$15M Sell
50,705
-1,181
-2% -$351K 0.61% 37
2024
Q3
$14.1M Sell
51,886
-16
-0% -$4.34K 0.58% 36
2024
Q2
$12M Sell
51,902
-698
-1% -$162K 0.53% 41
2024
Q1
$12M Sell
52,600
-2,777
-5% -$632K 0.55% 39
2023
Q4
$10.4M Buy
55,377
+167
+0.3% +$31.3K 0.52% 43
2023
Q3
$8.24M Sell
55,210
-1,224
-2% -$183K 0.46% 50
2023
Q2
$9.83M Sell
56,434
-2,665
-5% -$464K 0.52% 43
2023
Q1
$9.75M Sell
59,099
-1,389
-2% -$229K 0.55% 42
2022
Q4
$8.94M Sell
60,488
-2,636
-4% -$389K 0.53% 45
2022
Q3
$8.52M Sell
63,124
-2,754
-4% -$372K 0.54% 42
2022
Q2
$9.13M Sell
65,878
-1,094
-2% -$152K 0.55% 42
2022
Q1
$12.5M Sell
66,972
-191
-0.3% -$35.7K 0.64% 37
2021
Q4
$11M Buy
67,163
+1,570
+2% +$257K 0.52% 46
2021
Q3
$11M Sell
65,593
-800
-1% -$134K 0.58% 37
2021
Q2
$11M Sell
66,393
-451
-0.7% -$74.5K 0.58% 36
2021
Q1
$9.45M Sell
66,844
-774
-1% -$109K 0.54% 42
2020
Q4
$8.18M Sell
67,618
-3,263
-5% -$394K 0.5% 48
2020
Q3
$7.11M Buy
70,881
+227
+0.3% +$22.8K 0.49% 48
2020
Q2
$6.73M Buy
70,654
+4,415
+7% +$420K 0.5% 48
2020
Q1
$5.67M Buy
66,239
+5,026
+8% +$430K 0.51% 45
2019
Q4
$7.62M Buy
61,213
+7,619
+14% +$949K 0.55% 44
2019
Q3
$6.34M Buy
53,594
+2,876
+6% +$340K 0.5% 55
2019
Q2
$6.26M Buy
50,718
+424
+0.8% +$52.3K 0.5% 53
2019
Q1
$5.5M Buy
50,294
+1,562
+3% +$171K 0.47% 59
2018
Q4
$4.65M Buy
48,732
+4,948
+11% +$472K 0.45% 58
2018
Q3
$4.66M Buy
43,784
+2,295
+6% +$244K 0.38% 70
2018
Q2
$4.07M Buy
41,489
+9,752
+31% +$956K 0.35% 78
2018
Q1
$2.96M Buy
31,737
+4,562
+17% +$425K 0.26% 100
2017
Q4
$2.7M Sell
27,175
-1,497
-5% -$149K 0.25% 109
2017
Q3
$2.59M Buy
28,672
+1,581
+6% +$143K 0.25% 108
2017
Q2
$2.28M Buy
27,091
+166
+0.6% +$14K 0.22% 124
2017
Q1
$2.13M Buy
26,925
+1,166
+5% +$92.2K 0.21% 132
2016
Q4
$1.91M Sell
25,759
-250
-1% -$18.5K 0.2% 141
2016
Q3
$1.67M Sell
26,009
-2,514
-9% -$161K 0.18% 151
2016
Q2
$1.73M Buy
28,523
+1,231
+5% +$74.8K 0.2% 136
2016
Q1
$1.68M Sell
27,292
-1,796
-6% -$110K 0.19% 137
2015
Q4
$2.02M Sell
29,088
-1,719
-6% -$120K 0.24% 109
2015
Q3
$2.28M Buy
30,807
+313
+1% +$23.2K 0.28% 94
2015
Q2
$2.37M Buy
30,494
+523
+2% +$40.6K 0.27% 97
2015
Q1
$2.34M Buy
29,971
+3,860
+15% +$302K 0.27% 97
2014
Q4
$2.43M Buy
26,111
+494
+2% +$46K 0.29% 99
2014
Q3
$2.24M Buy
25,617
+11
+0% +$963 0.28% 103
2014
Q2
$2.43M Sell
25,606
-450
-2% -$42.7K 0.3% 96
2014
Q1
$2.35M Buy
26,056
+168
+0.6% +$15.1K 0.36% 87
2013
Q4
$2.35M Sell
25,888
-736
-3% -$66.8K 0.33% 90
2013
Q3
$2.01M Sell
26,624
-100
-0.4% -$7.55K 0.3% 98
2013
Q2
$2M Buy
+26,724
New +$2M 0.31% 88