Cary Street Partners’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
$7.51M Sell
23,558
-760
-3% -$242K 0.21% 116
2025
Q1
$6.54M Sell
24,318
-799
-3% -$215K 0.21% 116
2024
Q4
$7.45M Buy
+25,117
New +$7.45M 0.24% 103