Washington Trust Advisors’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 | $1.87M | Sell |
5,857
-100
| -2% | -$31.9K | 0.15% | 78 |
|
|
2025
Q1 | $1.6M | Sell |
5,957
-254
| -4% | -$68.3K | 0.14% | 76 |
|
|
2024
Q4 | $1.84M | Buy |
6,211
+29
| +0.5% | +$8.61K | 0.15% | 75 |
|
|
2024
Q3 | $1.68M | Hold |
6,182
| – | – | 0.14% | 76 |
|
|
2024
Q2 | $1.43M | Sell |
6,182
-236
| -4% | -$54.6K | 0.13% | 78 |
|
|
2024
Q1 | $1.46M | Sell |
6,418
-215
| -3% | -$49K | 0.13% | 77 |
|
|
2023
Q4 | $1.24M | Sell |
6,633
-123
| -2% | -$23K | 0.12% | 82 |
|
|
2023
Q3 | $1.01M | Buy |
6,756
+565
| +9% | +$84.3K | 0.1% | 88 |
|
|
2023
Q2 | $1.08M | Sell |
6,191
-2,376
| -28% | -$414K | 0.1% | 90 |
|
|
2023
Q1 | $1.41M | Sell |
8,567
-275
| -3% | -$45.4K | 0.14% | 77 |
|
|
2022
Q4 | $1.31M | Sell |
8,842
-1,129
| -11% | -$167K | 0.14% | 81 |
|
|
2022
Q3 | $1.35M | Sell |
9,971
-582
| -6% | -$78.5K | 0.13% | 93 |
|
|
2022
Q2 | $1.46M | Sell |
10,553
-5,995
| -36% | -$831K | 0.13% | 91 |
|
|
2022
Q1 | $3.1M | Sell |
16,548
-730
| -4% | -$137K | 0.22% | 77 |
|
|
2021
Q4 | $2.83M | Buy |
+17,278
| New | +$2.83M | 0.19% | 82 |
|