Capital Square’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
Q2 | $391K | Sell |
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|
2025
Q1 | $336K | Sell |
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|
2024
Q4 | $478K | Sell |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $461K | Buy |
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|
2024
Q1 | $426K | Buy |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $254K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $246K | Hold |
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|
2020
Q1 | $222K | Buy |
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