Capital Advisors Ltd’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 | $438K | Hold |
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|
2025
Q2 | $420K | Buy |
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|
2025
Q1 | $353K | Sell |
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|
2024
Q4 | $391K | Buy |
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|
2024
Q3 | $347K | Buy |
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|
2024
Q2 | $293K | Buy |
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|
2024
Q1 | $238K | Buy |
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|
2023
Q4 | $195K | Sell |
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|
2023
Q3 | $159K | Hold |
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|
2023
Q2 | $186K | Buy |
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|
2023
Q1 | $72K | Sell |
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|
2022
Q4 | $61K | Buy |
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|
2022
Q3 | $21K | Buy |
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|
2022
Q2 | $20K | Sell |
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|
2022
Q1 | $28K | Buy |
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|
2021
Q4 | $24K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $7K | Buy |
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