Breakwater Capital Group’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 | $724K | Sell |
|
|||||
|
2025
Q2 | $706K | Sell |
|
|||||
|
2025
Q1 | $629K | Sell |
|
|||||
|
2024
Q4 | $704K | Sell |
|
|||||
|
2024
Q3 | $663K | Sell |
|
|||||
|
2024
Q2 | $852K | Sell |
|
|||||
|
2024
Q1 | $844K | Buy |
|
|||||
|
2023
Q4 | $681K | Buy |
|
|||||
|
2023
Q3 | $519K | Buy |
|
|||||
|
2023
Q2 | $601K | Hold |
|
|||||
|
2023
Q1 | $569K | Buy |
|
|||||
|
2022
Q4 | $501K | Buy |
|