Summit Financial Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $657K | Hold |
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|
2023
Q4 | $540K | Hold |
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|
2023
Q3 | $430K | Sell |
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|
2023
Q2 | $716K | Hold |
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|
2023
Q1 | $678K | Hold |
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|
2022
Q4 | $608K | Buy |
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|
2022
Q3 | $465K | Hold |
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|
2022
Q2 | $478K | Hold |
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|
2022
Q1 | $646K | Buy |
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|
2021
Q4 | $473K | Buy |
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|
2021
Q3 | $443K | Hold |
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|
2021
Q2 | $437K | Buy |
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