TAM
Trust Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Hold |
6,422
| – | – | 0.15% | 48 |
|
|
2025
Q1 | $1.73M | Sell |
6,422
-485
| -7% | -$130K | 0.14% | 54 |
|
|
2024
Q4 | $2.05M | Hold |
6,907
| – | – | 0.16% | 43 |
|
|
2024
Q3 | $1.87M | Sell |
6,907
-37
| -0.5% | -$10K | 0.15% | 53 |
|
|
2024
Q2 | $1.61M | Hold |
6,944
| – | – | 0.14% | 57 |
|
|
2024
Q1 | $1.58M | Hold |
6,944
| – | – | 0.14% | 56 |
|
|
2023
Q4 | $1.3M | Hold |
6,944
| – | – | 0.13% | 61 |
|
|
2023
Q3 | $1.04M | Hold |
6,944
| – | – | 0.11% | 70 |
|
|
2023
Q2 | $1.21M | Hold |
6,944
| – | – | 0.13% | 64 |
|
|
2023
Q1 | $1.15M | Buy |
6,944
+32
| +0.5% | +$5.28K | 0.13% | 65 |
|
|
2022
Q4 | $1.02M | Hold |
6,912
| – | – | 0.13% | 69 |
|
|
2022
Q3 | $932K | Buy |
6,912
+447
| +7% | +$60.3K | 0.13% | 65 |
|
|
2022
Q2 | $896K | Buy |
6,465
+23
| +0.4% | +$3.19K | 0.13% | 64 |
|
|
2022
Q1 | $1.21M | Buy |
6,442
+75
| +1% | +$14K | 0.15% | 58 |
|
|
2021
Q4 | $1.04M | Hold |
6,367
| – | – | 0.13% | 69 |
|
|
2021
Q3 | $1.07M | Buy |
6,367
+417
| +7% | +$69.9K | 0.15% | 67 |
|
|
2021
Q2 | $983K | Buy |
5,950
+674
| +13% | +$111K | 0.13% | 65 |
|
|
2021
Q1 | $746K | Buy |
5,276
+934
| +22% | +$132K | 0.1% | 73 |
|
|
2020
Q4 | $525K | Buy |
4,342
+958
| +28% | +$116K | 0.08% | 80 |
|
|
2020
Q3 | $339K | Buy |
+3,384
| New | +$339K | 0.06% | 80 |
|