Union Savings 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 | $762K | Sell |
2,545
-209
| -8% | -$62.6K | 0.35% | 56 |
|
|
2025
Q1 | $741K | Hold |
2,754
| – | – | 0.36% | 56 |
|
|
2024
Q4 | $817K | Sell |
2,754
-68
| -2% | -$20.2K | 0.4% | 52 |
|
|
2024
Q3 | $765K | Hold |
2,822
| – | – | 0.38% | 61 |
|
|
2024
Q2 | $653K | Sell |
2,822
-96
| -3% | -$22.2K | 0.34% | 61 |
|
|
2024
Q1 | $664K | Sell |
2,918
-903
| -24% | -$206K | 0.35% | 67 |
|
|
2023
Q4 | $716K | Hold |
3,821
| – | – | 0.41% | 61 |
|
|
2023
Q3 | $570K | Buy |
3,821
+225
| +6% | +$33.6K | 0.36% | 68 |
|
|
2023
Q2 | $607K | Buy |
+3,596
| New | +$607K | 0.36% | 66 |
|