SS
Sunbelt Securities’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Buy |
2,500
+32
| +1% | +$9.5K | 0.07% | 262 |
|
|
2025
Q1 | $664K | Sell |
2,468
-32
| -1% | -$8.61K | 0.06% | 264 |
|
|
2024
Q4 | $743K | Buy |
2,500
+234
| +10% | +$69.6K | 0.07% | 260 |
|
|
2024
Q3 | $614K | Buy |
2,266
+324
| +17% | +$87.9K | 0.06% | 305 |
|
|
2024
Q2 | $450K | Sell |
1,942
-1
| -0.1% | -$232 | 0.05% | 360 |
|
|
2024
Q1 | $442K | Buy |
1,943
+527
| +37% | +$120K | 0.05% | 353 |
|
|
2023
Q4 | $265K | Sell |
1,416
-257
| -15% | -$48.1K | 0.03% | 428 |
|
|
2023
Q3 | $250K | Buy |
1,673
+378
| +29% | +$56.4K | 0.03% | 436 |
|
|
2023
Q2 | $226K | Buy |
1,295
+108
| +9% | +$18.8K | 0.03% | 440 |
|
|
2023
Q1 | $193K | Buy |
+1,187
| New | +$193K | 0.03% | 444 |
|
|
2022
Q2 | – | Sell |
-1,339
| Closed | -$254K | – | 444 |
|
|
2022
Q1 | $254K | Sell |
1,339
-173
| -11% | -$32.8K | 0.05% | 392 |
|
|
2021
Q4 | $293K | Buy |
+1,512
| New | +$293K | 0.05% | 371 |
|
|
2020
Q1 | – | Sell |
-13,724
| Closed | -$1.71M | – | 389 |
|
|
2019
Q4 | $1.71M | Buy |
13,724
+171
| +1% | +$21.3K | 0.18% | 119 |
|
|
2019
Q3 | $1.6M | Buy |
+13,553
| New | +$1.6M | 0.18% | 120 |
|