CIG
Cascade Investment Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,320
| Closed | -$301K | – | 132 |
|
|
2024
Q1 | $301K | Hold |
1,320
| – | – | 0.22% | 105 |
|
|
2023
Q4 | $247K | Buy |
+1,320
| New | +$247K | 0.2% | 112 |
|
|
2023
Q3 | – | Sell |
-1,320
| Closed | -$230K | – | 124 |
|
|
2023
Q2 | $230K | Hold |
1,320
| – | – | 0.21% | 108 |
|
|
2023
Q1 | $218K | Buy |
+1,320
| New | +$218K | 0.21% | 112 |
|