CPSAC
Chas P. Smith & Associates (CPS)’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Hold |
942
| – | – | 0.02% | 137 |
|
|
2025
Q1 | $253K | Sell |
942
-2
| -0.2% | -$538 | 0.01% | 144 |
|
|
2024
Q4 | $280K | Hold |
944
| – | – | 0.02% | 134 |
|
|
2024
Q3 | $256K | Buy |
944
+70
| +8% | +$19K | 0.01% | 138 |
|
|
2024
Q2 | $202K | Sell |
874
-300
| -26% | -$69.4K | 0.01% | 142 |
|
|
2024
Q1 | $267K | Buy |
1,174
+37
| +3% | +$8.42K | 0.02% | 133 |
|
|
2023
Q4 | $213K | Buy |
+1,137
| New | +$213K | 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 | +$266K | 0.03% | 85 |
|
|
2014
Q4 | – | Sell |
-2,332
| Closed | -$204K | – | 93 |
|
|
2014
Q3 | $204K | Buy |
+2,332
| New | +$204K | 0.04% | 89 |
|