Vest 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 | $47.4M | Buy |
148,490
+5,648
| +4% | +$1.8M | 0.67% | 77 |
|
|
2025
Q1 | $38.4M | Buy |
142,842
+31,266
| +28% | +$8.41M | 0.6% | 86 |
|
|
2024
Q4 | $33.1M | Buy |
111,576
+9,129
| +9% | +$2.71M | 0.59% | 101 |
|
|
2024
Q3 | $27.8M | Buy |
102,447
+6,240
| +6% | +$1.69M | 0.54% | 99 |
|
|
2024
Q2 | $22.3M | Buy |
96,207
+15,025
| +19% | +$3.48M | 0.53% | 100 |
|
|
2024
Q1 | $18.5M | Buy |
81,182
+11,430
| +16% | +$2.6M | 0.49% | 100 |
|
|
2023
Q4 | $13.1M | Buy |
69,752
+13,594
| +24% | +$2.55M | 0.49% | 89 |
|
|
2023
Q3 | $8.38M | Buy |
56,158
+25,829
| +85% | +$3.85M | 0.46% | 110 |
|
|
2023
Q2 | $5.29M | Buy |
30,329
+21,705
| +252% | +$3.78M | 0.49% | 86 |
|
|
2023
Q1 | $1.42M | Buy |
8,624
+6,031
| +233% | +$995K | 0.19% | 87 |
|
|
2022
Q4 | $383K | Buy |
+2,593
| New | +$383K | 0.06% | 88 |
|