UMB Bank’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 | $6.97M | Sell |
21,841
-741
| -3% | -$236K | 0.11% | 142 |
|
|
2025
Q1 | $6.08M | Buy |
22,582
+724
| +3% | +$195K | 0.1% | 144 |
|
|
2024
Q4 | $6.49M | Sell |
21,858
-275
| -1% | -$81.6K | 0.1% | 136 |
|
|
2024
Q3 | $6M | Buy |
22,133
+1,340
| +6% | +$363K | 0.09% | 141 |
|
|
2024
Q2 | $4.81M | Sell |
20,793
-23,136
| -53% | -$5.36M | 0.08% | 160 |
|
|
2024
Q1 | $10M | Sell |
43,929
-118,934
| -73% | -$27.1M | 0.16% | 120 |
|
|
2023
Q4 | $30.5M | Sell |
162,863
-317
| -0.2% | -$59.4K | 0.45% | 54 |
|
|
2023
Q3 | $24.3M | Sell |
163,180
-121
| -0.1% | -$18.1K | 0.39% | 60 |
|
|
2023
Q2 | $28.4M | Sell |
163,301
-521
| -0.3% | -$90.8K | 0.43% | 57 |
|
|
2023
Q1 | $27M | Sell |
163,822
-245
| -0.1% | -$40.4K | 0.43% | 59 |
|
|
2022
Q4 | $24.2M | Sell |
164,067
-81
| -0% | -$12K | 0.38% | 69 |
|
|
2022
Q3 | $22.1M | Sell |
164,148
-2,998
| -2% | -$404K | 0.37% | 68 |
|
|
2022
Q2 | $23.2M | Sell |
167,146
-224
| -0.1% | -$31.1K | 0.36% | 68 |
|
|
2022
Q1 | $31.3M | Sell |
167,370
-253
| -0.2% | -$47.3K | 0.41% | 62 |
|
|
2021
Q4 | $27.4M | Buy |
167,623
+149,451
| +822% | +$24.5M | 0.35% | 71 |
|
|
2021
Q3 | $3.05M | Sell |
18,172
-450
| -2% | -$75.4K | 0.07% | 168 |
|
|
2021
Q2 | $3.08M | Sell |
18,622
-339
| -2% | -$56K | 0.07% | 163 |
|
|
2021
Q1 | $2.68M | Sell |
18,961
-406
| -2% | -$57.4K | 0.07% | 167 |
|
|
2020
Q4 | $2.34M | Buy |
19,367
+874
| +5% | +$106K | 0.06% | 170 |
|
|
2020
Q3 | $1.76M | Hold |
18,493
| – | – | 0.05% | 178 |
|
|
2020
Q2 | $1.76M | Sell |
18,493
-366
| -2% | -$34.8K | 0.05% | 178 |
|
|
2020
Q1 | $1.62M | Sell |
18,859
-301
| -2% | -$25.8K | 0.06% | 176 |
|
|
2019
Q4 | $2.39M | Sell |
19,160
-125
| -0.6% | -$15.6K | 0.07% | 167 |
|
|
2019
Q3 | $2.28K | Sell |
19,285
-88
| -0.5% | -$10 | 0.05% | 168 |
|
|
2019
Q2 | $2.39K | Sell |
19,373
-39
| -0.2% | -$5 | 0.06% | 166 |
|
|
2019
Q1 | $2.12M | Sell |
19,412
-832
| -4% | -$90.9K | 0.06% | 170 |
|
|
2018
Q4 | $1.93K | Sell |
20,244
-272
| -1% | -$26 | 0.06% | 166 |
|
|
2018
Q3 | $2.19M | Sell |
20,516
-1,716
| -8% | -$183K | 0.06% | 170 |
|
|
2018
Q2 | $2.18M | Buy |
22,232
+475
| +2% | +$46.6K | 0.07% | 163 |
|
|
2018
Q1 | $2.03M | Sell |
21,757
-1,190
| -5% | -$111K | 0.07% | 170 |
|
|
2017
Q4 | $2.28M | Sell |
22,947
-1,050
| -4% | -$104K | 0.07% | 160 |
|
|
2017
Q3 | $2.17M | Sell |
23,997
-858
| -3% | -$77.6K | 0.07% | 153 |
|
|
2017
Q2 | $2.09M | Sell |
24,855
-24
| -0.1% | -$2.02K | 0.07% | 160 |
|
|
2017
Q1 | $1.97M | Sell |
24,879
-665
| -3% | -$52.6K | 0.07% | 161 |
|
|
2016
Q4 | $1.89M | Sell |
25,544
-1,755
| -6% | -$130K | 0.07% | 161 |
|
|
2016
Q3 | $1.75M | Sell |
27,299
-1,078
| -4% | -$69K | 0.07% | 167 |
|
|
2016
Q2 | $1.72M | Sell |
28,377
-3,794
| -12% | -$230K | 0.07% | 166 |
|
|
2016
Q1 | $1.98M | Sell |
32,171
-3,456
| -10% | -$212K | 0.08% | 149 |
|
|
2015
Q4 | $2.48M | Sell |
35,627
-4,198
| -11% | -$292K | 0.11% | 149 |
|
|
2015
Q3 | $2.95M | Sell |
39,825
-9,859
| -20% | -$731K | 0.17% | 106 |
|
|
2015
Q2 | $3.86K | Sell |
49,684
-10,785
| -18% | -$838 | 0.18% | 110 |
|
|
2015
Q1 | $4.72K | Sell |
60,469
-63,249
| -51% | -$4.94K | 0.21% | 100 |
|
|
2014
Q4 | $11.5M | Buy |
123,718
+5,041
| +4% | +$469K | 0.51% | 47 |
|
|
2014
Q3 | $10.4K | Buy |
118,677
+1,448
| +1% | +$127 | 0.51% | 47 |
|
|
2014
Q2 | $11.1M | Sell |
117,229
-8,064
| -6% | -$765K | 0.53% | 46 |
|
|
2014
Q1 | $11.3M | Buy |
125,293
+14,999
| +14% | +$1.35M | 0.63% | 46 |
|
|
2013
Q4 | $10K | Buy |
110,294
+4,040
| +4% | +$367 | 0.55% | 50 |
|
|
2013
Q3 | $8.03K | Buy |
106,254
+10,323
| +11% | +$780 | 0.46% | 58 |
|
|
2013
Q2 | $7.17K | Buy |
+95,931
| New | +$7.17K | 0.42% | 61 |
|