Capital Advisors Inc’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 | $675K | Buy |
2,116
+32
| +2% | +$10.2K | 0.01% | 179 |
|
|
2025
Q1 | $561K | Buy |
2,084
+65
| +3% | +$17.5K | 0.01% | 187 |
|
|
2024
Q4 | $599K | Sell |
2,019
-12
| -0.6% | -$3.56K | 0.01% | 185 |
|
|
2024
Q3 | $551K | Sell |
2,031
-33
| -2% | -$8.95K | 0.01% | 186 |
|
|
2024
Q2 | $478K | Buy |
2,064
+106
| +5% | +$24.5K | 0.01% | 202 |
|
|
2024
Q1 | $446K | Buy |
1,958
+586
| +43% | +$133K | 0.01% | 207 |
|
|
2023
Q4 | $257K | Buy |
+1,372
| New | +$257K | 0.01% | 257 |
|
|
2023
Q3 | – | Sell |
-2,102
| Closed | -$366K | – | 264 |
|
|
2023
Q2 | $366K | Buy |
2,102
+874
| +71% | +$152K | 0.01% | 200 |
|
|
2023
Q1 | $203K | Buy |
+1,228
| New | +$203K | 0.01% | 245 |
|