Callan Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $476K | Buy |
1,770
+305
| +21% | +$82.1K | 0.04% | 216 |
|
|
2024
Q4 | $435K | Sell |
1,465
-195
| -12% | -$57.9K | 0.03% | 203 |
|
|
2024
Q3 | $450K | Buy |
1,660
+390
| +31% | +$106K | 0.03% | 194 |
|
|
2024
Q2 | $294K | Buy |
1,270
+66
| +5% | +$15.3K | 0.02% | 242 |
|
|
2024
Q1 | $274K | Buy |
+1,204
| New | +$274K | 0.02% | 220 |
|