Cassady Schiller Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $595K | Buy |
2,005
+29
| +1% | +$8.61K | 0.22% | 62 |
|
|
2024
Q3 | $536K | Hold |
1,976
| – | – | 0.2% | 67 |
|
|
2024
Q2 | $458K | Hold |
1,976
| – | – | 0.19% | 69 |
|
|
2024
Q1 | $450K | Buy |
1,976
+1,525
| +338% | +$347K | 0.2% | 71 |
|
|
2023
Q4 | $84.5K | Hold |
451
| – | – | 0.04% | 162 |
|
|
2023
Q3 | $67.3K | Hold |
451
| – | – | 0.04% | 172 |
|
|
2023
Q2 | $78.6K | Hold |
451
| – | – | 0.04% | 158 |
|
|
2023
Q1 | $74.4K | Hold |
451
| – | – | 0.04% | 165 |
|
|
2022
Q4 | $66.6K | Buy |
+451
| New | +$66.6K | 0.04% | 171 |
|
|
2022
Q1 | – | Sell |
-462
| Closed | -$76K | – | 152 |
|
|
2021
Q4 | $76K | Buy |
+462
| New | +$76K | 0.05% | 162 |
|