Cary Street Partners Investment Advisory’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 | $515K | Buy |
1,614
+160
| +11% | +$51K | 0.25% | 97 |
|
|
2025
Q1 | $391K | Buy |
1,454
+127
| +10% | +$34.2K | 0.23% | 113 |
|
|
2024
Q4 | $394K | Sell |
1,327
-25,161
| -95% | -$7.47M | 0.26% | 100 |
|
|
2024
Q3 | $7.18M | Sell |
26,488
-229
| -0.9% | -$62K | 0.26% | 97 |
|
|
2024
Q2 | $6.18M | Sell |
26,717
-485
| -2% | -$112K | 0.25% | 105 |
|
|
2024
Q1 | $6.19M | Sell |
27,202
-76
| -0.3% | -$17.3K | 0.26% | 101 |
|
|
2023
Q4 | $5.11M | Buy |
27,278
+596
| +2% | +$112K | 0.24% | 113 |
|
|
2023
Q3 | $3.98M | Buy |
26,682
+3,048
| +13% | +$455K | 0.21% | 134 |
|
|
2023
Q2 | $4.12M | Buy |
23,634
+115
| +0.5% | +$20K | 0.26% | 108 |
|
|
2023
Q1 | $3.88M | Sell |
23,519
-45
| -0.2% | -$7.42K | 0.28% | 90 |
|
|
2022
Q4 | $3.48M | Sell |
23,564
-187
| -0.8% | -$27.6K | 0.26% | 97 |
|
|
2022
Q3 | $3.2M | Buy |
23,751
+547
| +2% | +$73.8K | 0.26% | 96 |
|
|
2022
Q2 | $3.22M | Buy |
23,204
+16,452
| +244% | +$2.28M | 0.27% | 98 |
|
|
2022
Q1 | $1.26M | Sell |
6,752
-2,995
| -31% | -$560K | 0.35% | 90 |
|
|
2021
Q4 | $1.6M | Buy |
9,747
+2,809
| +40% | +$460K | 0.44% | 69 |
|
|
2021
Q3 | $1.16M | Sell |
6,938
-357
| -5% | -$59.8K | 0.38% | 78 |
|
|
2021
Q2 | $1.21M | Buy |
7,295
+4,843
| +198% | +$800K | 0.39% | 77 |
|
|
2021
Q1 | $347K | Sell |
2,452
-3,168
| -56% | -$448K | 0.14% | 149 |
|
|
2020
Q4 | $679K | Sell |
5,620
-7,921
| -58% | -$957K | 0.13% | 152 |
|
|
2020
Q3 | $1.36M | Buy |
+13,541
| New | +$1.36M | 0.29% | 105 |
|