Tompkins Financial’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 | $1.48M | Hold |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $797K | Hold |
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|
2024
Q4 | $880K | Buy |
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|
2024
Q3 | $677K | Sell |
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|
2024
Q2 | $745K | Hold |
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|
2024
Q1 | $732K | Hold |
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|
2023
Q4 | $602K | Hold |
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|
2023
Q3 | $480K | Hold |
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|
2023
Q2 | $560K | Hold |
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|
2023
Q1 | $530K | Hold |
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|
2022
Q4 | $475K | Sell |
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|
2022
Q3 | $442K | Sell |
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|
2022
Q2 | $524K | Hold |
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|
2022
Q1 | $706K | Buy |
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|
2021
Q4 | $560K | Sell |
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|
2021
Q3 | $577K | Buy |
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|
2021
Q1 | $487K | Hold |
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|
2020
Q4 | $416K | Buy |
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|
2020
Q3 | $343K | Sell |
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|
2020
Q2 | $327K | Hold |
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|
2020
Q1 | $294K | Hold |
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|
2019
Q4 | $427K | Hold |
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|
2019
Q3 | $406K | Sell |
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|
2019
Q2 | $438K | Sell |
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|
2019
Q1 | $437K | Hold |
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|
2018
Q4 | $381K | Sell |
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|
2018
Q3 | $452K | Sell |
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|
2018
Q2 | $443K | Hold |
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|
2018
Q1 | $421K | Buy |
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|
2017
Q4 | $378K | Hold |
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|
2017
Q3 | $344K | Sell |
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|
2017
Q2 | $439K | Buy |
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|
2017
Q1 | $410K | Sell |
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|
2016
Q4 | $390K | Sell |
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|
2016
Q3 | $373K | Sell |
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|
2016
Q2 | $452K | Sell |
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|
2016
Q1 | $514K | Sell |
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|
2015
Q4 | $674K | Sell |
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|
2015
Q3 | $772K | Sell |
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|
2015
Q2 | $1.42M | Buy |
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|
2015
Q1 | $1.42M | Buy |
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|
2014
Q4 | $1.63M | Sell |
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|
2014
Q3 | $1.54M | Sell |
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|
2014
Q2 | $1.68M | Sell |
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|
2014
Q1 | $1.61M | Sell |
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|
2013
Q4 | $1.67M | Sell |
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|
2013
Q3 | $1.4M | Sell |
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|
2013
Q2 | $1.61M | Buy |
|