Caldwell Trust’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 | $5.89M | Buy |
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|
2025
Q2 | $5.59M | Sell |
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|
2025
Q1 | $5.06M | Buy |
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|
2024
Q4 | $5.48M | Buy |
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|
2024
Q3 | $4.7M | Buy |
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|
2024
Q2 | $3.7M | Buy |
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|
2024
Q1 | $3.51M | Buy |
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|
2023
Q4 | $2.2M | Buy |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $2.03M | Sell |
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|
2023
Q1 | $1.96M | Sell |
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|
2022
Q4 | $1.79M | Sell |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.64M | Sell |
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|
2022
Q1 | $2.26M | Sell |
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|
2021
Q4 | $2M | Sell |
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|
2021
Q3 | $2.05M | Buy |
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|
2021
Q2 | $1.55M | Sell |
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|
2021
Q1 | $1.34M | Sell |
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|
2020
Q4 | $1.32M | Sell |
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|
2020
Q3 | $1.39M | Sell |
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|
2020
Q2 | $1.47M | Sell |
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|
2020
Q1 | $1.34M | Buy |
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|
2019
Q4 | $1.93M | Buy |
|