Capital Asset Advisory Services’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 | $384K | Buy |
1,191
+32
| +3% | +$10.3K | 0.02% | 199 |
|
|
2025
Q1 | $319K | Sell |
1,159
-257
| -18% | -$70.8K | 0.02% | 216 |
|
|
2024
Q4 | $429K | Sell |
1,416
-17
| -1% | -$5.15K | 0.02% | 198 |
|
|
2024
Q3 | $386K | Sell |
1,433
-16
| -1% | -$4.31K | 0.02% | 219 |
|
|
2024
Q2 | $345K | Sell |
1,449
-5
| -0.3% | -$1.19K | 0.02% | 232 |
|
|
2024
Q1 | $323K | Buy |
1,454
+15
| +1% | +$3.34K | 0.02% | 235 |
|
|
2023
Q4 | $270K | Buy |
1,439
+37
| +3% | +$6.93K | 0.02% | 250 |
|
|
2023
Q3 | $212K | Sell |
1,402
-83
| -6% | -$12.6K | 0.01% | 297 |
|
|
2023
Q2 | $257K | Buy |
1,485
+103
| +7% | +$17.9K | 0.02% | 278 |
|
|
2023
Q1 | $228K | Sell |
1,382
-189
| -12% | -$31.2K | 0.02% | 311 |
|
|
2022
Q4 | $233K | Sell |
1,571
-23
| -1% | -$3.41K | 0.02% | 320 |
|
|
2022
Q3 | $215K | Buy |
1,594
+3
| +0.2% | +$405 | 0.03% | 291 |
|
|
2022
Q2 | $221K | Buy |
1,591
+8
| +0.5% | +$1.11K | 0.02% | 358 |
|
|
2022
Q1 | $296K | Sell |
1,583
-16
| -1% | -$2.99K | 0.03% | 331 |
|
|
2021
Q4 | $262K | Sell |
1,599
-143
| -8% | -$23.4K | 0.03% | 343 |
|
|
2021
Q3 | $292K | Buy |
1,742
+3
| +0.2% | +$503 | 0.03% | 346 |
|
|
2021
Q2 | $287K | Sell |
1,739
-315
| -15% | -$52K | 0.03% | 369 |
|
|
2021
Q1 | $291K | Buy |
+2,054
| New | +$291K | 0.04% | 353 |
|
|
2020
Q3 | – | Sell |
-3,016
| Closed | -$311K | – | 559 |
|
|
2020
Q2 | $311K | Buy |
3,016
+420
| +16% | +$43.3K | 0.07% | 250 |
|
|
2020
Q1 | $203K | Buy |
2,596
+570
| +28% | +$44.6K | 0.05% | 281 |
|
|
2019
Q4 | $269K | Buy |
+2,026
| New | +$269K | 0.06% | 291 |
|