Charter Oak Capital Management’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 | $208K | Buy |
+652
| New | +$208K | 0.02% | 191 |
|
|
2022
Q3 | – | Sell |
-528
| Closed | -$73K | – | 221 |
|
|
2022
Q2 | $73K | Sell |
528
-90
| -15% | -$12.4K | 0.01% | 282 |
|
|
2022
Q1 | $116K | Buy |
618
+90
| +17% | +$16.9K | 0.01% | 241 |
|
|
2021
Q4 | $86K | Hold |
528
| – | – | 0.01% | 276 |
|
|
2021
Q3 | $88K | Buy |
528
+33
| +7% | +$5.5K | 0.01% | 261 |
|
|
2021
Q2 | $82K | Buy |
495
+130
| +36% | +$21.5K | 0.01% | 261 |
|
|
2021
Q1 | $52K | Hold |
365
| – | – | 0.01% | 311 |
|
|
2020
Q4 | $44K | Buy |
+365
| New | +$44K | 0.01% | 303 |
|