Summit Financial’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
33,169
+3,669
| +12% | +$1.17M | 0.24% | 77 |
|
|
2025
Q1 | $7.94M | Buy |
29,500
+18,593
| +170% | +$5M | 0.22% | 84 |
|
|
2024
Q4 | $3.24M | Buy |
10,907
+5,708
| +110% | +$1.69M | 0.11% | 151 |
|
|
2024
Q3 | $1.41M | Buy |
5,199
+1,978
| +61% | +$536K | 0.06% | 214 |
|
|
2024
Q2 | $746K | Buy |
+3,221
| New | +$746K | 0.03% | 268 |
|
|
2024
Q1 | – | Sell |
-3,653
| Closed | -$684K | – | 385 |
|
|
2023
Q4 | $684K | Sell |
3,653
-391
| -10% | -$73.3K | 0.04% | 215 |
|
|
2023
Q3 | $603K | Buy |
4,044
+67
| +2% | +$10K | 0.04% | 217 |
|
|
2023
Q2 | $693K | Buy |
+3,977
| New | +$693K | 0.05% | 190 |
|