Capital Advantage’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 | $664K | Hold |
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|
2025
Q2 | $638K | Sell |
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|
2025
Q1 | $880K | Hold |
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|
2024
Q4 | $880K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $205K | Sell |
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|
2017
Q3 | $223K | Sell |
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|
2017
Q2 | $215K | Sell |
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|
2017
Q1 | $205K | Sell |
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|
2016
Q4 | $212K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $205K | Buy |
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|
2015
Q2 | $212K | Hold |
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|
2015
Q1 | $213K | Hold |
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|
2014
Q4 | $254K | Hold |
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|
2014
Q3 | $239K | Sell |
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|
2014
Q2 | $278K | Buy |
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