Castleview Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $244K | Buy |
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|
2024
Q3 | $210K | Sell |
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|
2024
Q2 | $180K | Buy |
|
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|
2024
Q1 | $169K | Buy |
|
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|
2023
Q4 | $135K | Buy |
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|
2023
Q3 | $58K | Buy |
|
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|
2023
Q2 | $66.5K | Hold |
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|
2023
Q1 | $63K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $52K | Sell |
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|
2022
Q2 | $48.9K | Buy |
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|
2022
Q1 | $71K | Sell |
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|
2021
Q4 | $1.03K | Buy |
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|
2021
Q2 | $98K | Buy |
|