Charter Oak Capital Management’s American Express AXP Stock Holding History

Charter Oak Capital Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$250K	Buy
2025 Q2	$208K	Buy
2022 Q3	–	Sell
2022 Q2	$73K	Sell
2022 Q1	$116K	Buy
2021 Q4	$86K	Hold
2021 Q3	$88K	Buy
2021 Q2	$82K	Buy
2021 Q1	$52K	Hold
2020 Q4	$44K	Buy