CBIZ Investment Advisory Services’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 | $38.9K | Buy |
122
+102
| +510% | +$32.5K | ﹤0.01% | 158 |
|
|
2025
Q1 | $5.38K | Buy |
+20
| New | +$5.38K | ﹤0.01% | 390 |
|
|
2024
Q4 | – | Sell |
-200
| Closed | -$54.2K | – | 480 |
|
|
2024
Q3 | $54.2K | Hold |
200
| – | – | ﹤0.01% | 102 |
|
|
2024
Q2 | $46.3K | Hold |
200
| – | – | ﹤0.01% | 109 |
|
|
2024
Q1 | $45.5K | Buy |
+200
| New | +$45.5K | ﹤0.01% | 107 |
|