Sunburst Financial Group’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 | $642K | Hold |
2,012
| – | – | 0.14% | 60 |
|
|
2025
Q1 | $541K | Sell |
2,012
-200
| -9% | -$53.8K | 0.13% | 64 |
|
|
2024
Q4 | $656K | Hold |
2,212
| – | – | 0.16% | 63 |
|
|
2024
Q3 | $600K | Hold |
2,212
| – | – | 0.15% | 67 |
|
|
2024
Q2 | $512K | Sell |
2,212
-67
| -3% | -$15.5K | 0.14% | 70 |
|
|
2024
Q1 | $519K | Hold |
2,279
| – | – | 0.15% | 71 |
|
|
2023
Q4 | $427K | Buy |
2,279
+67
| +3% | +$12.6K | 0.13% | 70 |
|
|
2023
Q3 | $330K | Hold |
2,212
| – | – | 0.12% | 71 |
|
|
2023
Q2 | $385K | Hold |
2,212
| – | – | 0.13% | 72 |
|
|
2023
Q1 | $365K | Hold |
2,212
| – | – | 0.13% | 69 |
|
|
2022
Q4 | $327K | Hold |
2,212
| – | – | 0.13% | 74 |
|
|
2022
Q3 | $298K | Sell |
2,212
-175
| -7% | -$23.6K | 0.14% | 67 |
|
|
2022
Q2 | $331K | Hold |
2,387
| – | – | 0.16% | 66 |
|
|
2022
Q1 | $446K | Hold |
2,387
| – | – | 0.22% | 51 |
|
|
2021
Q4 | $391K | Sell |
2,387
-21
| -0.9% | -$3.44K | 0.2% | 49 |
|
|
2021
Q3 | $403K | Hold |
2,408
| – | – | 0.25% | 44 |
|
|
2021
Q2 | $398K | Buy |
2,408
+30
| +1% | +$4.96K | 0.25% | 44 |
|
|
2021
Q1 | $336K | Hold |
2,378
| – | – | 0.23% | 46 |
|
|
2020
Q4 | $288K | Hold |
2,378
| – | – | 0.22% | 45 |
|
|
2020
Q3 | $238K | Hold |
2,378
| – | – | 0.2% | 51 |
|
|
2020
Q2 | $226K | Hold |
2,378
| – | – | 0.2% | 49 |
|
|
2020
Q1 | $204K | Hold |
2,378
| – | – | 0.22% | 48 |
|
|
2019
Q4 | $296K | Buy |
+2,378
| New | +$296K | 0.26% | 47 |
|