Cape Investment Advisory’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 | $160K | Buy |
502
+5
| +1% | +$1.6K | 0.06% | 208 |
|
|
2025
Q1 | $134K | Sell |
497
-1
| -0.2% | -$269 | 0.05% | 216 |
|
|
2024
Q4 | $148K | Sell |
498
-44
| -8% | -$13.1K | 0.06% | 204 |
|
|
2024
Q3 | $147K | Buy |
542
+20
| +4% | +$5.42K | 0.06% | 201 |
|
|
2024
Q2 | $121K | Buy |
522
+10
| +2% | +$2.32K | 0.05% | 210 |
|
|
2024
Q1 | $117K | Sell |
512
-128
| -20% | -$29.1K | 0.05% | 201 |
|
|
2023
Q4 | $120K | Buy |
640
+88
| +16% | +$16.5K | 0.06% | 200 |
|
|
2023
Q3 | $82.3K | Buy |
552
+1
| +0.2% | +$149 | 0.05% | 227 |
|
|
2023
Q2 | $96K | Buy |
551
+1
| +0.2% | +$174 | 0.05% | 204 |
|
|
2023
Q1 | $90.8K | Buy |
+550
| New | +$90.8K | 0.06% | 199 |
|