SIAP
Sterling Investment Advisors (Pennsylvania)’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Hold |
1,872
| – | – | 0.13% | 118 |
|
|
2025
Q1 | $504K | Buy |
1,872
+253
| +16% | +$68.1K | 0.12% | 120 |
|
|
2024
Q4 | $480K | Buy |
1,619
+1
| +0.1% | +$297 | 0.12% | 110 |
|
|
2024
Q3 | $439K | Hold |
1,618
| – | – | 0.11% | 111 |
|
|
2024
Q2 | $375K | Hold |
1,618
| – | – | 0.1% | 110 |
|
|
2024
Q1 | $368K | Buy |
1,618
+1
| +0.1% | +$228 | 0.1% | 112 |
|
|
2023
Q4 | $303K | Hold |
1,617
| – | – | 0.09% | 113 |
|
|
2023
Q3 | $241K | Buy |
1,617
+1
| +0.1% | +$149 | 0.08% | 118 |
|
|
2023
Q2 | $282K | Hold |
1,616
| – | – | 0.09% | 114 |
|
|
2023
Q1 | $267K | Sell |
1,616
-143
| -8% | -$23.6K | 0.09% | 117 |
|
|
2022
Q4 | $260K | Buy |
1,759
+59
| +3% | +$8.72K | 0.09% | 121 |
|
|
2022
Q3 | $229K | Hold |
1,700
| – | – | 0.09% | 129 |
|
|
2022
Q2 | $236K | Hold |
1,700
| – | – | 0.08% | 127 |
|
|
2022
Q1 | $318K | Hold |
1,700
| – | – | 0.09% | 120 |
|
|
2021
Q4 | $278K | Buy |
1,700
+200
| +13% | +$32.7K | 0.08% | 128 |
|
|
2021
Q3 | $251K | Sell |
1,500
-14
| -0.9% | -$2.34K | 0.07% | 135 |
|
|
2021
Q2 | $250K | Buy |
1,514
+14
| +0.9% | +$2.31K | 0.07% | 138 |
|
|
2021
Q1 | $212K | Hold |
1,500
| – | – | 0.07% | 136 |
|
|
2020
Q4 | $181K | Hold |
1,500
| – | – | 0.06% | 136 |
|
|
2020
Q3 | $150K | Hold |
1,500
| – | – | 0.06% | 137 |
|
|
2020
Q2 | $142K | Hold |
1,500
| – | – | 0.06% | 140 |
|
|
2020
Q1 | $128K | Hold |
1,500
| – | – | 0.07% | 131 |
|
|
2019
Q4 | $186K | Hold |
1,500
| – | – | 0.09% | 117 |
|
|
2019
Q3 | $177K | Hold |
1,500
| – | – | 0.09% | 116 |
|
|
2019
Q2 | $185K | Hold |
1,500
| – | – | 0.09% | 119 |
|
|
2019
Q1 | $164K | Hold |
1,500
| – | – | 0.08% | 126 |
|
|
2018
Q4 | $142K | Hold |
1,500
| – | – | 0.08% | 124 |
|
|
2018
Q3 | $160K | Hold |
1,500
| – | – | 0.08% | 126 |
|
|
2018
Q2 | $147K | Hold |
1,500
| – | – | 0.09% | 124 |
|
|
2018
Q1 | $140K | Hold |
1,500
| – | – | 0.09% | 118 |
|
|
2017
Q4 | $149K | Hold |
1,500
| – | – | 0.09% | 119 |
|
|
2017
Q3 | $136K | Hold |
1,500
| – | – | 0.09% | 119 |
|
|
2017
Q2 | $126K | Hold |
1,500
| – | – | 0.08% | 123 |
|
|
2017
Q1 | $119K | Hold |
1,500
| – | – | 0.09% | 116 |
|
|
2016
Q4 | $111K | Buy |
+1,500
| New | +$111K | 0.09% | 110 |
|