Sunburst 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $668K | Hold |
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|
2025
Q2 | $642K | Hold |
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|
2025
Q1 | $541K | Sell |
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|
2024
Q4 | $656K | Hold |
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|
2024
Q3 | $600K | Hold |
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|
2024
Q2 | $512K | Sell |
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|
2024
Q1 | $519K | Hold |
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|
2023
Q4 | $427K | Buy |
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|
2023
Q3 | $330K | Hold |
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|
2023
Q2 | $385K | Hold |
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|
2023
Q1 | $365K | Hold |
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|
2022
Q4 | $327K | Hold |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $331K | Hold |
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|
2022
Q1 | $446K | Hold |
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|
2021
Q4 | $391K | Sell |
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|
2021
Q3 | $403K | Hold |
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|
2021
Q2 | $398K | Buy |
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|
2021
Q1 | $336K | Hold |
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|
2020
Q4 | $288K | Hold |
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|
2020
Q3 | $238K | Hold |
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|
2020
Q2 | $226K | Hold |
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|
2020
Q1 | $204K | Hold |
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|
2019
Q4 | $296K | Buy |
|