Cary Street Partners Asset Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $834K | Hold |
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|
2024
Q2 | $712K | Buy |
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|
2024
Q1 | $692K | Sell |
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|
2023
Q4 | $579K | Sell |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $562K | Sell |
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|
2023
Q1 | $533K | Sell |
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|
2022
Q4 | $525K | Hold |
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|
2022
Q3 | $480K | Sell |
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|
2022
Q2 | $497K | Sell |
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|
2022
Q1 | $708K | Buy |
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|
2021
Q4 | $614K | Sell |
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|
2021
Q3 | $652K | Sell |
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|
2021
Q2 | $673K | Sell |
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|
2021
Q1 | $617K | Buy |
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|
2020
Q4 | $432K | Buy |
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