Caldwell Trust’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Sell |
17,531
-1,270
|
|
||||
|
2025
Q1 | $5.06M | Buy |
18,801
+345
|
|
||||
|
2024
Q4 | $5.48M | Buy |
18,456
+1,137
|
|
||||
|
2024
Q3 | $4.7M | Buy |
17,319
+1,328
|
|
||||
|
2024
Q2 | $3.7M | Buy |
15,991
+589
|
|
||||
|
2024
Q1 | $3.51M | Buy |
15,402
+3,659
|
|
||||
|
2023
Q4 | $2.2M | Buy |
11,743
+95
|
|
||||
|
2023
Q3 | $1.74M | Buy |
11,648
+3
|
|
||||
|
2023
Q2 | $2.03M | Sell |
11,645
-213
|
|
||||
|
2023
Q1 | $1.96M | Sell |
11,858
-241
|
|
||||
|
2022
Q4 | $1.79M | Sell |
12,099
-38
|
|
||||
|
2022
Q3 | $1.64M | Buy |
12,137
+285
|
|
||||
|
2022
Q2 | $1.64M | Sell |
11,852
-250
|
|
||||
|
2022
Q1 | $2.26M | Sell |
12,102
-125
|
|
||||
|
2021
Q4 | $2M | Sell |
12,227
-27
|
|
||||
|
2021
Q3 | $2.05M | Buy |
12,254
+2,846
|
|
||||
|
2021
Q2 | $1.55M | Sell |
9,408
-65
|
|
||||
|
2021
Q1 | $1.34M | Sell |
9,473
-1,464
|
|
||||
|
2020
Q4 | $1.32M | Sell |
10,937
-2,921
|
|
||||
|
2020
Q3 | $1.39M | Sell |
13,858
-1,624
|
|
||||
|
2020
Q2 | $1.47M | Sell |
15,482
-200
|
|
||||
|
2020
Q1 | $1.34M | Buy |
15,682
+197
|
|
||||
|
2019
Q4 | $1.93M | Buy |
+15,485
|
|