Chas P. Smith & Associates (CPS)’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Hold |
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|
2025
Q1 | $253K | Sell |
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|
2024
Q4 | $280K | Hold |
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|
2024
Q3 | $256K | Buy |
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|
2024
Q2 | $202K | Sell |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $269K | Hold |
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|
2019
Q3 | $255K | Hold |
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|
2019
Q2 | $266K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $204K | Buy |
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