CAP Partners LLC’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 | – | Sell |
-745
| Closed | -$201K | – | 139 |
|
|
2025
Q1 | $201K | Buy |
745
+5
| +0.7% | +$1.35K | 0.15% | 127 |
|
|
2024
Q4 | $220K | Sell |
740
-17
| -2% | -$5.05K | 0.15% | 125 |
|
|
2024
Q3 | $205K | Buy |
+757
| New | +$205K | 0.15% | 126 |
|
|
2024
Q2 | – | Sell |
-927
| Closed | -$211K | – | 127 |
|
|
2024
Q1 | $211K | Buy |
+927
| New | +$211K | 0.19% | 112 |
|