Calton & Associates’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
Q2 | $673K | Buy |
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|
2025
Q1 | $543K | Buy |
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|
2024
Q4 | $222K | Sell |
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|
2024
Q3 | $519K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $253K | Buy |
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|
2021
Q4 | $219K | Sell |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | $237K | Sell |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $259K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $202K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $760K | Buy |
|