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
2026 Q1	$287K	Hold	948	–	–	0.02%	144
2025 Q4	$351K	Buy	+948	New	+$339K	0.02%	127
2025 Q3	–	Sell	-942	Closed	-$300K	–	128
2025 Q2	$300K	Hold	942	–	–	0.02%	137
2025 Q1	$253K	Sell	942 -2	-0.2%	-$591	0.01%	144
2024 Q4	$280K	Hold	944	–	–	0.02%	134
2024 Q3	$256K	Buy	944 +70	+8%	+$17.4K	0.01%	138
2024 Q2	$202K	Sell	874 -300	-26%	-$69.5K	0.01%	142
2024 Q1	$267K	Buy	1,174 +37	+3%	+$7.67K	0.02%	133
2023 Q4	$213K	Buy	+1,137	New	+$183K	0.01%	127
2020 Q1	–	Sell	-2,158	Closed	-$269K	–	93
2019 Q4	$269K	Hold	2,158	–	–	0.03%	86
2019 Q3	$255K	Hold	2,158	–	–	0.03%	86
2019 Q2	$266K	Buy	+2,158	New	+$253K	0.03%	85
2014 Q4	–	Sell	-2,332	Closed	-$204K	–	93
2014 Q3	$204K	Buy	+2,332	New	+$210K	0.04%	89