CD
Chapin Davis’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Sell |
2,217
-12
| -0.5% | -$3.83K | 0.2% | 108 |
|
|
2025
Q1 | $600K | Buy |
2,229
+2
| +0.1% | +$538 | 0.2% | 108 |
|
|
2024
Q4 | $604K | Hold |
2,227
| – | – | 0.2% | 113 |
|
|
2024
Q3 | $604K | Sell |
2,227
-12
| -0.5% | -$3.25K | 0.2% | 114 |
|
|
2024
Q2 | $518K | Buy |
2,239
+187
| +9% | +$43.3K | 0.18% | 126 |
|
|
2024
Q1 | $467K | Buy |
2,052
+126
| +7% | +$28.7K | 0.17% | 136 |
|
|
2023
Q4 | $361K | Sell |
1,926
-138
| -7% | -$25.9K | 0.15% | 140 |
|
|
2023
Q3 | $308K | Buy |
2,064
+60
| +3% | +$8.95K | 0.15% | 138 |
|
|
2023
Q2 | $349K | Buy |
2,004
+18
| +0.9% | +$3.14K | 0.17% | 137 |
|
|
2023
Q1 | $328K | Sell |
1,986
-131
| -6% | -$21.6K | 0.17% | 138 |
|
|
2022
Q4 | $313K | Buy |
+2,117
| New | +$313K | 0.18% | 132 |
|