Spinnaker Trust’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
Q2 | $1.62M | Sell |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.77M | Hold |
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|
2024
Q1 | $1.74M | Buy |
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|
2023
Q4 | $1.43M | Hold |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $996K | Sell |
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|
2023
Q1 | $960K | Hold |
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|
2022
Q4 | $860K | Sell |
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|
2022
Q3 | $860K | Sell |
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|
2022
Q2 | $900K | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $730K | Hold |
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|
2021
Q3 | $748K | Sell |
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|
2021
Q2 | $743K | Sell |
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|
2021
Q1 | $639K | Sell |
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|
2020
Q4 | $590K | Hold |
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|
2020
Q3 | $489K | Hold |
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|
2020
Q2 | $465K | Sell |
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|
2020
Q1 | $428K | Hold |
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|
2019
Q4 | $622K | Sell |
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|
2019
Q3 | $592K | Buy |
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|
2019
Q2 | $504K | Sell |
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|
2019
Q1 | $458K | Hold |
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|
2018
Q4 | $399K | Hold |
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|
2018
Q3 | $446K | Sell |
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|
2018
Q2 | $458K | Buy |
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|
2018
Q1 | $423K | Hold |
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|
2017
Q4 | $450K | Hold |
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|
2017
Q3 | $410K | Hold |
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|
2017
Q2 | $382K | Sell |
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|
2017
Q1 | $367K | Buy |
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|
2016
Q4 | $294K | Hold |
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|
2016
Q3 | $254K | Sell |
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|
2016
Q2 | $266K | Buy |
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|
2016
Q1 | $254K | Buy |
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|
2015
Q4 | $254K | Hold |
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|
2015
Q3 | $271K | Hold |
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|
2015
Q2 | $284K | Buy |
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|
2015
Q1 | $266K | Sell |
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|
2014
Q4 | $317K | Sell |
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|
2014
Q3 | $349K | Buy |
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|
2014
Q2 | $323K | Hold |
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|
2014
Q1 | $307K | Hold |
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|
2013
Q4 | $309K | Sell |
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|
2013
Q3 | $261K | Sell |
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|
2013
Q2 | $295K | Buy |
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