SAM
Summit Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
1,350
+35
| +3% | +$11.2K | 0.07% | 112 |
|
|
2025
Q1 | $354K | Hold |
1,315
| – | – | 0.06% | 127 |
|
|
2024
Q4 | $390K | Hold |
1,315
| – | – | 0.07% | 118 |
|
|
2024
Q3 | $357K | Hold |
1,315
| – | – | 0.07% | 121 |
|
|
2024
Q2 | $304K | Hold |
1,315
| – | – | 0.06% | 125 |
|
|
2024
Q1 | $299K | Hold |
1,315
| – | – | 0.06% | 128 |
|
|
2023
Q4 | $246K | Buy |
+1,315
| New | +$246K | 0.06% | 137 |
|
|
2023
Q3 | – | Sell |
-1,315
| Closed | -$229K | – | 151 |
|
|
2023
Q2 | $229K | Hold |
1,315
| – | – | 0.06% | 143 |
|
|
2023
Q1 | $217K | Buy |
+1,315
| New | +$217K | 0.06% | 144 |
|
|
2022
Q2 | – | Sell |
-1,315
| Closed | -$246K | – | 155 |
|
|
2022
Q1 | $246K | Hold |
1,315
| – | – | 0.07% | 146 |
|
|
2021
Q4 | $215K | Buy |
1,315
+45
| +4% | +$7.36K | 0.06% | 149 |
|
|
2021
Q3 | $213K | Hold |
1,270
| – | – | 0.07% | 143 |
|
|
2021
Q2 | $210K | Buy |
+1,270
| New | +$210K | 0.07% | 141 |
|