Callan Family Office’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.47M | Buy |
23,434
+10,842
| +86% | +$3.46M | 0.24% | 94 |
|
|
2025
Q1 | $3.39M | Sell |
12,592
-822
| -6% | -$221K | 0.25% | 87 |
|
|
2024
Q4 | $3.98M | Buy |
+13,414
| New | +$3.98M | 0.25% | 78 |
|
|
2023
Q3 | – | Sell |
-1,838
| Closed | -$320K | – | 91 |
|
|
2023
Q2 | $320K | Sell |
1,838
-383
| -17% | -$66.7K | 0.08% | 84 |
|
|
2023
Q1 | $366K | Buy |
2,221
+433
| +24% | +$71.4K | 0.09% | 118 |
|
|
2022
Q4 | $264K | Buy |
+1,788
| New | +$264K | 0.09% | 86 |
|