Univest Financial’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.1M | Sell |
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|
2025
Q2 | $13.5M | Buy |
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|
2025
Q1 | $11.4M | Sell |
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|
2024
Q4 | $14.1M | Sell |
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|
2024
Q3 | $13.4M | Buy |
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|
2024
Q2 | $4.13M | Sell |
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|
2024
Q1 | $4.3M | Sell |
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|
2023
Q4 | $4.02M | Sell |
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|
2023
Q3 | $3.21M | Sell |
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|
2023
Q2 | $3.82M | Buy |
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|
2023
Q1 | $3.58M | Sell |
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|
2022
Q4 | $3.47M | Sell |
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|
2022
Q3 | $3.4M | Buy |
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|
2022
Q2 | $3.47M | Buy |
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|
2022
Q1 | $4.66M | Sell |
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|
2021
Q4 | $4.62M | Sell |
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|
2021
Q3 | $4.8M | Sell |
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|
2021
Q2 | $4.76M | Sell |
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|
2021
Q1 | $4.39M | Sell |
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|
2020
Q4 | $4.35M | Sell |
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|
2020
Q3 | $3.63M | Sell |
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|
2020
Q2 | $3.49M | Buy |
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