CAAS Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $599K | Buy |
2,227
+1,157
| +108% | +$311K | 0.06% | 72 |
|
|
2024
Q4 | $318K | Buy |
+1,070
| New | +$318K | 0.06% | 57 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 117 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 100 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 148 |
|
|
2023
Q4 | – | Sell |
-3,400
| Closed | -$507K | – | 174 |
|
|
2023
Q3 | $507K | Buy |
+3,400
| New | +$507K | 0.03% | 112 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 249 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$591 | – | 309 |
|
|
2022
Q4 | $591 | Buy |
+4
| New | +$591 | ﹤0.01% | 434 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 495 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 365 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 588 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 700 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 744 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 457 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 281 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 189 |
|