TF
Tompkins Financial’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
4,442
+1,478
| +50% | +$471K | 0.13% | 85 |
|
|
2025
Q1 | $797K | Hold |
2,964
| – | – | 0.08% | 105 |
|
|
2024
Q4 | $880K | Buy |
2,964
+466
| +19% | +$138K | 0.08% | 95 |
|
|
2024
Q3 | $677K | Sell |
2,498
-718
| -22% | -$195K | 0.06% | 109 |
|
|
2024
Q2 | $745K | Hold |
3,216
| – | – | 0.08% | 105 |
|
|
2024
Q1 | $732K | Hold |
3,216
| – | – | 0.08% | 109 |
|
|
2023
Q4 | $602K | Hold |
3,216
| – | – | 0.07% | 116 |
|
|
2023
Q3 | $480K | Hold |
3,216
| – | – | 0.08% | 117 |
|
|
2023
Q2 | $560K | Hold |
3,216
| – | – | 0.09% | 115 |
|
|
2023
Q1 | $530K | Hold |
3,216
| – | – | 0.09% | 117 |
|
|
2022
Q4 | $475K | Sell |
3,216
-60
| -2% | -$8.86K | 0.08% | 123 |
|
|
2022
Q3 | $442K | Sell |
3,276
-500
| -13% | -$67.5K | 0.07% | 122 |
|
|
2022
Q2 | $524K | Hold |
3,776
| – | – | 0.08% | 119 |
|
|
2022
Q1 | $706K | Buy |
3,776
+350
| +10% | +$65.4K | 0.1% | 107 |
|
|
2021
Q4 | $560K | Sell |
3,426
-17
| -0.5% | -$2.78K | 0.1% | 89 |
|
|
2021
Q3 | $577K | Buy |
+3,443
| New | +$577K | 0.11% | 91 |
|
|
2021
Q1 | $487K | Hold |
3,443
| – | – | 0.08% | 98 |
|
|
2020
Q4 | $416K | Buy |
3,443
+17
| +0.5% | +$2.05K | 0.07% | 103 |
|
|
2020
Q3 | $343K | Sell |
3,426
-7
| -0.2% | -$701 | 0.07% | 119 |
|
|
2020
Q2 | $327K | Hold |
3,433
| – | – | 0.07% | 121 |
|
|
2020
Q1 | $294K | Hold |
3,433
| – | – | 0.07% | 122 |
|
|
2019
Q4 | $427K | Hold |
3,433
| – | – | 0.08% | 120 |
|
|
2019
Q3 | $406K | Sell |
3,433
-118
| -3% | -$14K | 0.08% | 119 |
|
|
2019
Q2 | $438K | Sell |
3,551
-448
| -11% | -$55.3K | 0.09% | 116 |
|
|
2019
Q1 | $437K | Hold |
3,999
| – | – | 0.08% | 118 |
|
|
2018
Q4 | $381K | Sell |
3,999
-245
| -6% | -$23.3K | 0.08% | 121 |
|
|
2018
Q3 | $452K | Sell |
4,244
-272
| -6% | -$29K | 0.09% | 120 |
|
|
2018
Q2 | $443K | Hold |
4,516
| – | – | 0.1% | 123 |
|
|
2018
Q1 | $421K | Buy |
4,516
+714
| +19% | +$66.6K | 0.09% | 127 |
|
|
2017
Q4 | $378K | Hold |
3,802
| – | – | 0.09% | 127 |
|
|
2017
Q3 | $344K | Sell |
3,802
-1,410
| -27% | -$128K | 0.08% | 129 |
|
|
2017
Q2 | $439K | Buy |
5,212
+30
| +0.6% | +$2.53K | 0.11% | 111 |
|
|
2017
Q1 | $410K | Sell |
5,182
-82
| -2% | -$6.49K | 0.1% | 110 |
|
|
2016
Q4 | $390K | Sell |
5,264
-559
| -10% | -$41.4K | 0.1% | 112 |
|
|
2016
Q3 | $373K | Sell |
5,823
-1,618
| -22% | -$104K | 0.11% | 110 |
|
|
2016
Q2 | $452K | Sell |
7,441
-925
| -11% | -$56.2K | 0.13% | 107 |
|
|
2016
Q1 | $514K | Sell |
8,366
-1,331
| -14% | -$81.8K | 0.16% | 97 |
|
|
2015
Q4 | $674K | Sell |
9,697
-724
| -7% | -$50.3K | 0.21% | 90 |
|
|
2015
Q3 | $772K | Sell |
10,421
-7,814
| -43% | -$579K | 0.25% | 80 |
|
|
2015
Q2 | $1.42M | Buy |
18,235
+37
| +0.2% | +$2.88K | 0.39% | 59 |
|
|
2015
Q1 | $1.42M | Buy |
18,198
+660
| +4% | +$51.6K | 0.36% | 61 |
|
|
2014
Q4 | $1.63M | Sell |
17,538
-26
| -0.1% | -$2.42K | 0.41% | 52 |
|
|
2014
Q3 | $1.54M | Sell |
17,564
-103
| -0.6% | -$9.01K | 0.4% | 51 |
|
|
2014
Q2 | $1.68M | Sell |
17,667
-273
| -2% | -$25.9K | 0.41% | 45 |
|
|
2014
Q1 | $1.62M | Sell |
17,940
-440
| -2% | -$39.6K | 0.41% | 47 |
|
|
2013
Q4 | $1.67M | Sell |
18,380
-150
| -0.8% | -$13.6K | 0.43% | 47 |
|
|
2013
Q3 | $1.4M | Sell |
18,530
-3,051
| -14% | -$230K | 0.39% | 53 |
|
|
2013
Q2 | $1.61M | Buy |
+21,581
| New | +$1.61M | 0.49% | 42 |
|