CWM
Calamos Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
55,449
+1,597
| +3% | +$509K | 0.75% | 26 |
|
|
2025
Q1 | $14.5M | Buy |
53,852
+566
| +1% | +$152K | 0.72% | 29 |
|
|
2024
Q4 | $15.8M | Buy |
53,286
+264
| +0.5% | +$78.4K | 0.79% | 23 |
|
|
2024
Q3 | $14.4M | Sell |
53,022
-96
| -0.2% | -$26K | 0.74% | 27 |
|
|
2024
Q2 | $12.3M | Buy |
53,118
+1,302
| +3% | +$301K | 0.66% | 35 |
|
|
2024
Q1 | $11.8M | Sell |
51,816
-10,090
| -16% | -$2.3M | 0.66% | 37 |
|
|
2023
Q4 | $11.6M | Sell |
61,906
-486
| -0.8% | -$91K | 0.73% | 36 |
|
|
2023
Q3 | $9.31M | Sell |
62,392
-25
| -0% | -$3.73K | 0.71% | 38 |
|
|
2023
Q2 | $10.9M | Sell |
62,417
-168
| -0.3% | -$29.3K | 0.8% | 24 |
|
|
2023
Q1 | $10.3M | Sell |
62,585
-1,233
| -2% | -$203K | 0.81% | 26 |
|
|
2022
Q4 | $9.43M | Sell |
63,818
-2,326
| -4% | -$344K | 0.73% | 35 |
|
|
2022
Q3 | $8.92M | Buy |
66,144
+1,048
| +2% | +$141K | 0.77% | 27 |
|
|
2022
Q2 | $9.02M | Buy |
65,096
+943
| +1% | +$131K | 0.8% | 27 |
|
|
2022
Q1 | $12M | Buy |
64,153
+1,556
| +2% | +$291K | 0.9% | 24 |
|
|
2021
Q4 | $10.2M | Buy |
62,597
+3,438
| +6% | +$562K | 0.75% | 31 |
|
|
2021
Q3 | $9.91M | Sell |
59,159
-198
| -0.3% | -$33.2K | 0.8% | 26 |
|
|
2021
Q2 | $9.81M | Sell |
59,357
-3,668
| -6% | -$606K | 0.76% | 28 |
|
|
2021
Q1 | $8.91M | Buy |
63,025
+3,593
| +6% | +$508K | 0.73% | 31 |
|
|
2020
Q4 | $7.19M | Buy |
59,432
+3,631
| +7% | +$439K | 0.66% | 35 |
|
|
2020
Q3 | $5.59M | Buy |
55,801
+807
| +1% | +$80.9K | 0.64% | 43 |
|
|
2020
Q2 | $5.24M | Buy |
54,994
+2,731
| +5% | +$260K | 0.65% | 45 |
|
|
2020
Q1 | $4.47M | Buy |
+52,263
| New | +$4.47M | 0.68% | 43 |
|
|
2014
Q2 | – | Sell |
-8,257
| Closed | -$743K | – | 219 |
|
|
2014
Q1 | $743K | Buy |
8,257
+659
| +9% | +$59.3K | 0.22% | 143 |
|
|
2013
Q4 | $689K | Sell |
7,598
-994
| -12% | -$90.1K | 0.21% | 152 |
|
|
2013
Q3 | $649K | Buy |
8,592
+315
| +4% | +$23.8K | 0.21% | 148 |
|
|
2013
Q2 | $619K | Buy |
+8,277
| New | +$619K | 0.22% | 128 |
|