Charter Oak Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $272K | Sell |
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|
2025
Q3 | $250K | Buy |
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|
2025
Q2 | $208K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $73K | Sell |
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|
2022
Q1 | $116K | Buy |
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|
2021
Q4 | $86K | Hold |
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|
2021
Q3 | $88K | Buy |
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|
2021
Q2 | $82K | Buy |
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|
2021
Q1 | $52K | Hold |
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|
2020
Q4 | $44K | Buy |
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