Cadent Capital Advisors’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 | $1.47M | Buy |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $879K | Buy |
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|
2024
Q4 | $828K | Buy |
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|
2024
Q3 | $750K | Buy |
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|
2024
Q2 | $500K | Buy |
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|
2024
Q1 | $492K | Hold |
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|
2023
Q4 | $405K | Sell |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $403K | Buy |
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|
2023
Q1 | $381K | Buy |
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|
2022
Q4 | $342K | Buy |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $547K | Buy |
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|
2021
Q4 | $448K | Sell |
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|
2021
Q3 | $500K | Buy |
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|
2021
Q2 | $493K | Sell |
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|
2021
Q1 | $441K | Sell |
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|
2020
Q4 | $401K | Buy |
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