Summit Global Investments’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $571K | Sell |
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|
2024
Q3 | $1.67M | Sell |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $573K | Sell |
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|
2023
Q4 | $785K | Sell |
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|
2023
Q3 | $896K | Buy |
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|
2023
Q2 | $881K | Buy |
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|
2023
Q1 | $562K | Buy |
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|
2022
Q4 | $469K | Buy |
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|
2022
Q3 | $424K | Sell |
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|
2022
Q2 | $813K | Sell |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $267K | Buy |
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|
2021
Q3 | $268K | Hold |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $226K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $651K | Sell |
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|
2017
Q4 | $9M | Sell |
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|
2017
Q3 | $13.5M | Buy |
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|
2017
Q2 | $5.87M | Buy |
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|
2017
Q1 | $5.35M | Buy |
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|
2016
Q4 | $4.62M | Buy |
|