CIM
Chapman Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84M | Sell |
21,438
-24
| -0.1% | -$7.66K | 4.77% | 9 |
|
|
2025
Q1 | $5.77M | Buy |
21,462
+73
| +0.3% | +$19.6K | 4.31% | 10 |
|
|
2024
Q4 | $6.35M | Buy |
21,389
+8
| +0% | +$2.37K | 4.72% | 10 |
|
|
2024
Q3 | $5.8M | Buy |
21,381
+240
| +1% | +$65.1K | 4.24% | 10 |
|
|
2024
Q2 | $4.9M | Sell |
21,141
-794
| -4% | -$184K | 3.72% | 11 |
|
|
2024
Q1 | $4.99M | Sell |
21,935
-399
| -2% | -$90.8K | 3.68% | 11 |
|
|
2023
Q4 | $4.18M | Buy |
22,334
+599
| +3% | +$112K | 3.19% | 13 |
|
|
2023
Q3 | $3.24M | Buy |
21,735
+386
| +2% | +$57.6K | 2.75% | 16 |
|
|
2023
Q2 | $3.72M | Buy |
21,349
+1,883
| +10% | +$328K | 2.95% | 16 |
|
|
2023
Q1 | $3.21M | Sell |
19,466
-370
| -2% | -$61K | 2.64% | 18 |
|
|
2022
Q4 | $2.93M | Sell |
19,836
-2,466
| -11% | -$364K | 2.67% | 19 |
|
|
2022
Q3 | $3.01M | Buy |
22,302
+1,624
| +8% | +$219K | 2.2% | 20 |
|
|
2022
Q2 | $2.87M | Sell |
20,678
-406
| -2% | -$56.3K | 1.98% | 22 |
|
|
2022
Q1 | $3.94M | Buy |
+21,084
| New | +$3.94M | 2.1% | 21 |
|