Cape Investment Advisory’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 | $26.2K | Sell |
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|
2025
Q2 | $160K | Buy |
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|
2025
Q1 | $134K | Sell |
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|
2024
Q4 | $148K | Sell |
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|
2024
Q3 | $147K | Buy |
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|
2024
Q2 | $121K | Buy |
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|
2024
Q1 | $117K | Sell |
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|
2023
Q4 | $120K | Buy |
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|
2023
Q3 | $82.3K | Buy |
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|
2023
Q2 | $96K | Buy |
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|
2023
Q1 | $90.8K | Buy |
|