Umpqua 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 | $830K | Buy |
2,619
+300
| +13% | +$95.1K | 0.25% | 85 |
|
|
2025
Q1 | $624K | Buy |
2,319
+35
| +2% | +$9.42K | 0.22% | 97 |
|
|
2024
Q4 | $686K | Buy |
2,284
+43
| +2% | +$12.9K | 0.24% | 92 |
|
|
2024
Q3 | $608K | Buy |
2,241
+24
| +1% | +$6.51K | 0.22% | 100 |
|
|
2024
Q2 | $513K | Sell |
2,217
-21
| -0.9% | -$4.86K | 0.2% | 101 |
|
|
2024
Q1 | $510K | Buy |
+2,238
| New | +$510K | 0.21% | 99 |
|