WhitTier Trust Company’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 | $11.8M | Sell |
36,896
-433
| -1% | -$138K | 0.27% | 83 |
|
|
2025
Q1 | $10M | Sell |
37,329
-341
| -0.9% | -$91.7K | 0.25% | 86 |
|
|
2024
Q4 | $11.2M | Sell |
37,670
-83
| -0.2% | -$24.6K | 0.27% | 80 |
|
|
2024
Q3 | $10.2M | Sell |
37,753
-284
| -0.7% | -$77K | 0.26% | 90 |
|
|
2024
Q2 | $8.81M | Buy |
38,037
+180
| +0.5% | +$41.7K | 0.24% | 90 |
|
|
2024
Q1 | $8.62M | Buy |
37,857
+1,291
| +4% | +$294K | 0.25% | 94 |
|
|
2023
Q4 | $6.85M | Sell |
36,566
-67
| -0.2% | -$12.6K | 0.22% | 104 |
|
|
2023
Q3 | $5.47M | Sell |
36,633
-988
| -3% | -$147K | 0.19% | 114 |
|
|
2023
Q2 | $6.55M | Buy |
37,621
+230
| +0.6% | +$40.1K | 0.22% | 106 |
|
|
2023
Q1 | $6.17M | Sell |
37,391
-551
| -1% | -$90.9K | 0.23% | 108 |
|
|
2022
Q4 | $5.61M | Sell |
37,942
-97
| -0.3% | -$14.3K | 0.22% | 112 |
|
|
2022
Q3 | $5.13M | Buy |
38,039
+36
| +0.1% | +$4.86K | 0.22% | 107 |
|
|
2022
Q2 | $5.27M | Buy |
38,003
+871
| +2% | +$121K | 0.22% | 108 |
|
|
2022
Q1 | $6.94M | Buy |
37,132
+409
| +1% | +$76.5K | 0.25% | 97 |
|
|
2021
Q4 | $6.01M | Sell |
36,723
-598
| -2% | -$97.8K | 0.22% | 110 |
|
|
2021
Q3 | $6.25M | Buy |
37,321
+361
| +1% | +$60.5K | 0.26% | 96 |
|
|
2021
Q2 | $6.11M | Buy |
36,960
+184
| +0.5% | +$30.4K | 0.25% | 94 |
|
|
2021
Q1 | $5.2M | Buy |
36,776
+2,654
| +8% | +$375K | 0.23% | 105 |
|
|
2020
Q4 | $4.13M | Sell |
34,122
-268
| -0.8% | -$32.4K | 0.21% | 109 |
|
|
2020
Q3 | $3.45M | Sell |
34,390
-264
| -0.8% | -$26.5K | 0.2% | 112 |
|
|
2020
Q2 | $3.3M | Sell |
34,654
-544
| -2% | -$51.8K | 0.21% | 108 |
|
|
2020
Q1 | $3.01M | Buy |
35,198
+2,804
| +9% | +$240K | 0.23% | 102 |
|
|
2019
Q4 | $4.03M | Sell |
32,394
-5,774
| -15% | -$719K | 0.26% | 95 |
|
|
2019
Q3 | $4.52M | Sell |
38,168
-11
| -0% | -$1.3K | 0.31% | 87 |
|
|
2019
Q2 | $4.71M | Sell |
38,179
-3,317
| -8% | -$409K | 0.34% | 85 |
|
|
2019
Q1 | $4.54M | Sell |
41,496
-6,990
| -14% | -$764K | 0.33% | 84 |
|
|
2018
Q4 | $4.62M | Sell |
48,486
-1,614
| -3% | -$154K | 0.38% | 67 |
|
|
2018
Q3 | $5.34M | Sell |
50,100
-413
| -0.8% | -$44K | 0.39% | 68 |
|
|
2018
Q2 | $4.95M | Buy |
50,513
+268
| +0.5% | +$26.3K | 0.39% | 72 |
|
|
2018
Q1 | $4.69M | Buy |
50,245
+800
| +2% | +$74.6K | 0.38% | 72 |
|
|
2017
Q4 | $4.91M | Buy |
49,445
+276
| +0.6% | +$27.4K | 0.42% | 69 |
|
|
2017
Q3 | $4.45M | Buy |
49,169
+126
| +0.3% | +$11.4K | 0.41% | 70 |
|
|
2017
Q2 | $4.13M | Sell |
49,043
-288
| -0.6% | -$24.3K | 0.4% | 72 |
|
|
2017
Q1 | $3.9M | Sell |
49,331
-14,042
| -22% | -$1.11M | 0.39% | 73 |
|
|
2016
Q4 | $4.69M | Buy |
63,373
+3,934
| +7% | +$291K | 0.5% | 60 |
|
|
2016
Q3 | $3.81M | Sell |
59,439
-763
| -1% | -$48.9K | 0.43% | 66 |
|
|
2016
Q2 | $3.66M | Sell |
60,202
-271
| -0.4% | -$16.5K | 0.42% | 67 |
|
|
2016
Q1 | $3.71M | Sell |
60,473
-5,642
| -9% | -$346K | 0.43% | 67 |
|
|
2015
Q4 | $4.6M | Sell |
66,115
-8,177
| -11% | -$569K | 0.54% | 58 |
|
|
2015
Q3 | $5.51M | Buy |
74,292
+2,606
| +4% | +$193K | 0.67% | 50 |
|
|
2015
Q2 | $5.57M | Sell |
71,686
-2,634
| -4% | -$205K | 0.62% | 53 |
|
|
2015
Q1 | $5.81M | Buy |
74,320
+755
| +1% | +$59K | 0.64% | 53 |
|
|
2014
Q4 | $6.84M | Buy |
73,565
+1,872
| +3% | +$174K | 0.77% | 33 |
|
|
2014
Q3 | $6.28M | Buy |
71,693
+229
| +0.3% | +$20K | 0.72% | 39 |
|
|
2014
Q2 | $6.78M | Sell |
71,464
-6,404
| -8% | -$608K | 0.76% | 33 |
|
|
2014
Q1 | $7.01M | Sell |
77,868
-2,288
| -3% | -$206K | 0.82% | 27 |
|
|
2013
Q4 | $7.27M | Buy |
80,156
+1,087
| +1% | +$98.6K | 0.88% | 26 |
|
|
2013
Q3 | $5.97M | Buy |
79,069
+167
| +0.2% | +$12.6K | 0.8% | 30 |
|
|
2013
Q2 | $5.9M | Buy |
+78,902
| New | +$5.9M | 0.85% | 29 |
|