CSC
Caldwell Sutter Capital’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
7,338
-71
| -1% | -$22.6K | 1.07% | 19 |
|
|
2025
Q1 | $1.99M | Sell |
7,409
-10
| -0.1% | -$2.69K | 0.95% | 22 |
|
|
2024
Q4 | $2.2M | Hold |
7,419
| – | – | 1.02% | 19 |
|
|
2024
Q3 | $2.01M | Sell |
7,419
-8
| -0.1% | -$2.17K | 0.94% | 21 |
|
|
2024
Q2 | $1.72M | Buy |
7,427
+85
| +1% | +$19.7K | 0.85% | 22 |
|
|
2024
Q1 | $1.67M | Sell |
7,342
-10
| -0.1% | -$2.28K | 0.8% | 30 |
|
|
2023
Q4 | $1.38M | Hold |
7,352
| – | – | 0.7% | 39 |
|
|
2023
Q3 | $1.1M | Hold |
7,352
| – | – | 0.61% | 41 |
|
|
2023
Q2 | $1.28M | Buy |
7,352
+7,312
| +18,280% | +$1.27M | 0.67% | 36 |
|
|
2023
Q1 | $6.6K | Buy |
+40
| New | +$6.6K | ﹤0.01% | 428 |
|