Sanibel Captiva 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 | $16.1M | Buy |
50,421
+939
| +2% | +$300K | 0.49% | 61 |
|
|
2025
Q1 | $13.3M | Buy |
49,482
+1,533
| +3% | +$412K | 0.43% | 66 |
|
|
2024
Q4 | $14.2M | Buy |
47,949
+1,785
| +4% | +$530K | 0.45% | 61 |
|
|
2024
Q3 | $12.5M | Buy |
46,164
+1,254
| +3% | +$340K | 0.4% | 67 |
|
|
2024
Q2 | $10.4M | Buy |
44,910
+3,095
| +7% | +$717K | 0.36% | 74 |
|
|
2024
Q1 | $9.52M | Buy |
41,815
+4,823
| +13% | +$1.1M | 0.32% | 80 |
|
|
2023
Q4 | $6.93M | Buy |
+36,992
| New | +$6.93M | 0.26% | 90 |
|