Cassady Schiller Wealth 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
Q4 | $595K | Buy |
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|
2024
Q3 | $536K | Hold |
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|
2024
Q2 | $458K | Hold |
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|
2024
Q1 | $450K | Buy |
|
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|
2023
Q4 | $84.5K | Hold |
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|
2023
Q3 | $67.3K | Hold |
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|
2023
Q2 | $78.6K | Hold |
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|
2023
Q1 | $74.4K | Hold |
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|
2022
Q4 | $66.6K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $76K | Buy |
|