Canopy Partners’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 | $1.98M | Buy |
6,199
+526
| +9% | +$168K | 0.73% | 31 |
|
|
2025
Q1 | $1.53M | Buy |
5,673
+617
| +12% | +$166K | 0.59% | 37 |
|
|
2024
Q4 | $1.5M | Buy |
5,056
+579
| +13% | +$172K | 0.57% | 38 |
|
|
2024
Q3 | $1.21M | Buy |
4,477
+305
| +7% | +$82.7K | 0.52% | 36 |
|
|
2024
Q2 | $966K | Buy |
4,172
+399
| +11% | +$92.4K | 0.45% | 44 |
|
|
2024
Q1 | $859K | Buy |
3,773
+297
| +9% | +$67.6K | 0.42% | 53 |
|
|
2023
Q4 | $651K | Buy |
+3,476
| New | +$651K | 0.4% | 59 |
|