Capital Management Associates (New York)’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
Q1 | – | Sell |
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|
2024
Q4 | $989K | Sell |
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|
2024
Q3 | $1.14M | Hold |
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|
2024
Q2 | $972K | Sell |
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|
2024
Q1 | $981K | Sell |
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|
2023
Q4 | $969K | Buy |
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|
2023
Q3 | $737K | Sell |
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|
2023
Q2 | $863K | Sell |
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|
2023
Q1 | $822K | Sell |
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|
2022
Q4 | $845K | Buy |
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|
2022
Q3 | $733K | Sell |
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|
2022
Q2 | $892K | Buy |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $903K | Sell |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $874K | Buy |
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|
2020
Q3 | $562K | Sell |
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|
2020
Q2 | $717K | Sell |
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|
2020
Q1 | $788K | Buy |
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