Cambridge Advisors’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 | $967K | Hold |
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|
2025
Q2 | $928K | Hold |
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|
2025
Q1 | $783K | Hold |
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|
2024
Q4 | $864K | Hold |
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|
2024
Q3 | $789K | Sell |
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|
2024
Q2 | $687K | Buy |
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|
2024
Q1 | $663K | Hold |
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|
2023
Q4 | $545K | Hold |
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|
2023
Q3 | $434K | Hold |
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|
2023
Q2 | $507K | Hold |
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|
2023
Q1 | $480K | Hold |
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|
2022
Q4 | $430K | Hold |
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|
2022
Q3 | $393K | Hold |
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|
2022
Q2 | $403K | Sell |
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|
2022
Q1 | $582K | Hold |
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|
2021
Q4 | $509K | Hold |
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|
2021
Q3 | $521K | Hold |
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|
2021
Q2 | $514K | Buy |
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|
2021
Q1 | $404K | Hold |
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|
2020
Q4 | $346K | Hold |
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|
2020
Q3 | $287K | Hold |
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|
2020
Q2 | $272K | Hold |
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|
2020
Q1 | $245K | Buy |
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|
2019
Q4 | $344K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $341K | Sell |
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|
2019
Q1 | $307K | Sell |
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|
2018
Q4 | $277K | Sell |
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|
2018
Q3 | $315K | Hold |
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|
2018
Q2 | $290K | Hold |
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|
2018
Q1 | $276K | Hold |
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|
2017
Q4 | $294K | Hold |
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|
2017
Q3 | $268K | Hold |
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|
2017
Q2 | $249K | Hold |
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|
2017
Q1 | $234K | Hold |
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|
2016
Q4 | $219K | Sell |
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|
2016
Q3 | $228K | Sell |
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|
2016
Q2 | $219K | Sell |
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|
2016
Q1 | $231K | Hold |
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|
2015
Q4 | $262K | Hold |
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|
2015
Q3 | $279K | Buy |
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|
2015
Q2 | $284K | Hold |
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|
2015
Q1 | $286K | Sell |
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|
2014
Q4 | $354K | Buy |
|