Brown, Lisle/Cummings’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 | $639K | Sell |
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|
2025
Q2 | $654K | Hold |
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|
2025
Q1 | $551K | Buy |
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|
2024
Q4 | $608K | Hold |
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|
2024
Q3 | $555K | Hold |
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|
2024
Q2 | $474K | Hold |
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|
2024
Q1 | $466K | Hold |
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|
2023
Q4 | $383K | Hold |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $357K | Buy |
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|
2023
Q1 | $309K | Hold |
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|
2022
Q4 | $277K | Hold |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $307K | Buy |
|