Capstone Investment Advisors’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 | $6.8M | Buy |
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|
2025
Q1 | $3.01M | Buy |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $2.31M | Buy |
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|
2024
Q2 | $467K | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $455K | Sell |
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|
2023
Q3 | $2.86M | Buy |
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|
2023
Q2 | $319K | Hold |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $6.35M | Buy |
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|
2022
Q3 | $4.47M | Buy |
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|
2022
Q2 | $1.56M | Buy |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $9.88M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $5.86M | Buy |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $804K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $480K | Buy |
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|
2019
Q2 | $5K | Sell |
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|
2019
Q1 | $40K | Sell |
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|
2018
Q4 | $493K | Buy |
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|
2018
Q3 | $28K | Sell |
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|
2018
Q2 | $383K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $5K | Buy |
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|
2014
Q4 | – | Hold |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $259K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1.06M | Buy |
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|
2013
Q2 | – | Hold |
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