Capital Advisors Inc’s American Express AXP Stock Holding History

Capital Advisors Inc’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$588K	Sell
2025 Q2	$675K	Buy
2025 Q1	$561K	Buy
2024 Q4	$599K	Sell
2024 Q3	$551K	Sell
2024 Q2	$478K	Buy
2024 Q1	$446K	Buy
2023 Q4	$257K	Buy
2023 Q3	–	Sell
2023 Q2	$366K	Buy
2023 Q1	$203K	Buy