VeraBank’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 | $1.37M | Buy |
4,304
+1,513
| +54% | +$483K | 0.28% | 64 |
|
|
2025
Q1 | $751K | Sell |
2,791
-75
| -3% | -$20.2K | 0.21% | 78 |
|
|
2024
Q4 | $851K | Buy |
2,866
+18
| +0.6% | +$5.34K | 0.24% | 72 |
|
|
2024
Q3 | $772K | Hold |
2,848
| – | – | 0.23% | 79 |
|
|
2024
Q2 | $659K | Sell |
2,848
-50
| -2% | -$11.6K | 0.2% | 85 |
|
|
2024
Q1 | $660K | Hold |
2,898
| – | – | 0.21% | 86 |
|
|
2023
Q4 | $543K | Hold |
2,898
| – | – | 0.18% | 92 |
|
|
2023
Q3 | $432K | Sell |
2,898
-66
| -2% | -$9.85K | 0.17% | 94 |
|
|
2023
Q2 | $516K | Hold |
2,964
| – | – | 0.2% | 86 |
|
|
2023
Q1 | $489K | Hold |
2,964
| – | – | 0.23% | 84 |
|
|
2022
Q4 | $438K | Buy |
2,964
+31
| +1% | +$4.58K | 0.22% | 88 |
|
|
2022
Q3 | $395K | Sell |
2,933
-535
| -15% | -$72.1K | 0.25% | 83 |
|
|
2022
Q2 | $481K | Sell |
3,468
-185
| -5% | -$25.7K | 0.28% | 75 |
|
|
2022
Q1 | $683K | Hold |
3,653
| – | – | 0.35% | 67 |
|
|
2021
Q4 | $597K | Hold |
3,653
| – | – | 0.3% | 74 |
|
|
2021
Q3 | $612K | Sell |
3,653
-290
| -7% | -$48.6K | 0.35% | 70 |
|
|
2021
Q2 | $651K | Hold |
3,943
| – | – | 0.39% | 62 |
|
|
2021
Q1 | $558K | Sell |
3,943
-100
| -2% | -$14.2K | 0.36% | 66 |
|
|
2020
Q4 | $489K | Sell |
4,043
-250
| -6% | -$30.2K | 0.34% | 69 |
|
|
2020
Q3 | $430K | Hold |
4,293
| – | – | 0.33% | 70 |
|
|
2020
Q2 | $409K | Hold |
4,293
| – | – | 0.33% | 70 |
|
|
2020
Q1 | $367K | Hold |
4,293
| – | – | 0.36% | 69 |
|
|
2019
Q4 | $534K | Sell |
4,293
-100
| -2% | -$12.4K | 0.43% | 60 |
|
|
2019
Q3 | $520K | Sell |
4,393
-300
| -6% | -$35.5K | 0.47% | 57 |
|
|
2019
Q2 | $579K | Sell |
4,693
-50
| -1% | -$6.17K | 0.54% | 49 |
|
|
2019
Q1 | $519K | Hold |
4,743
| – | – | 0.5% | 55 |
|
|
2018
Q4 | $452K | Buy |
+4,743
| New | +$452K | 0.49% | 55 |
|