Univest Financial’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 | $13.5M | Buy |
42,443
+34
| +0.1% | +$10.8K | 0.81% | 26 |
|
|
2025
Q1 | $11.4M | Sell |
42,409
-5,215
| -11% | -$1.4M | 0.75% | 35 |
|
|
2024
Q4 | $14.1M | Sell |
47,624
-1,850
| -4% | -$549K | 0.89% | 26 |
|
|
2024
Q3 | $13.4M | Buy |
49,474
+31,639
| +177% | +$8.58M | 0.88% | 29 |
|
|
2024
Q2 | $4.13M | Sell |
17,835
-1,042
| -6% | -$241K | 1.15% | 28 |
|
|
2024
Q1 | $4.3M | Sell |
18,877
-2,587
| -12% | -$589K | 1.21% | 27 |
|
|
2023
Q4 | $4.02M | Sell |
21,464
-67
| -0.3% | -$12.6K | 1.19% | 31 |
|
|
2023
Q3 | $3.21M | Sell |
21,531
-410
| -2% | -$61.2K | 1.07% | 41 |
|
|
2023
Q2 | $3.82M | Buy |
21,941
+227
| +1% | +$39.5K | 1.16% | 34 |
|
|
2023
Q1 | $3.58M | Sell |
21,714
-1,772
| -8% | -$292K | 1.12% | 39 |
|
|
2022
Q4 | $3.47M | Sell |
23,486
-1,745
| -7% | -$258K | 1.09% | 34 |
|
|
2022
Q3 | $3.4M | Buy |
25,231
+224
| +0.9% | +$30.2K | 1.11% | 31 |
|
|
2022
Q2 | $3.47M | Buy |
25,007
+108
| +0.4% | +$15K | 1.13% | 37 |
|
|
2022
Q1 | $4.66M | Sell |
24,899
-3,341
| -12% | -$625K | 1.31% | 29 |
|
|
2021
Q4 | $4.62M | Sell |
28,240
-390
| -1% | -$63.8K | 1.18% | 33 |
|
|
2021
Q3 | $4.8M | Sell |
28,630
-158
| -0.5% | -$26.5K | 1.34% | 27 |
|
|
2021
Q2 | $4.76M | Sell |
28,788
-2,245
| -7% | -$371K | 1.31% | 29 |
|
|
2021
Q1 | $4.39M | Sell |
31,033
-4,965
| -14% | -$702K | 1.24% | 35 |
|
|
2020
Q4 | $4.35M | Sell |
35,998
-254
| -0.7% | -$30.7K | 1.26% | 34 |
|
|
2020
Q3 | $3.64M | Sell |
36,252
-414
| -1% | -$41.5K | 1.15% | 35 |
|
|
2020
Q2 | $3.49M | Buy |
+36,666
| New | +$3.49M | 1.15% | 36 |
|