Summit Financial Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $657K | Hold |
2,885
| – | – | 0.23% | 108 |
|
|
2023
Q4 | $540K | Hold |
2,885
| – | – | 0.21% | 114 |
|
|
2023
Q3 | $430K | Sell |
2,885
-1,225
| -30% | -$183K | 0.18% | 119 |
|
|
2023
Q2 | $716K | Hold |
4,110
| – | – | 0.28% | 99 |
|
|
2023
Q1 | $678K | Hold |
4,110
| – | – | 0.26% | 102 |
|
|
2022
Q4 | $608K | Buy |
4,110
+660
| +19% | +$97.6K | 0.24% | 108 |
|
|
2022
Q3 | $465K | Hold |
3,450
| – | – | 0.19% | 121 |
|
|
2022
Q2 | $478K | Hold |
3,450
| – | – | 0.18% | 122 |
|
|
2022
Q1 | $646K | Buy |
3,450
+555
| +19% | +$104K | 0.22% | 111 |
|
|
2021
Q4 | $473K | Buy |
2,895
+250
| +9% | +$40.8K | 0.15% | 132 |
|
|
2021
Q3 | $443K | Hold |
2,645
| – | – | 0.16% | 133 |
|
|
2021
Q2 | $437K | Buy |
+2,645
| New | +$437K | 0.16% | 130 |
|