Caerus Investment 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
Q2 | $638K | Hold |
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|
2025
Q1 | $538K | Hold |
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|
2024
Q4 | $594K | Hold |
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|
2024
Q3 | $542K | Hold |
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|
2024
Q2 | $463K | Hold |
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|
2024
Q1 | $455K | Hold |
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|
2023
Q4 | $375K | Hold |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $348K | Hold |
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|
2023
Q1 | $330K | Hold |
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|
2022
Q4 | $296K | Hold |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $360K | Hold |
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|
2022
Q1 | $419K | Hold |
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|
2021
Q4 | $425K | Buy |
|