Chicago Partners Investment Group’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
Q3 | $2.46M | Buy |
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|
2025
Q2 | $2M | Buy |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $784K | Buy |
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|
2023
Q3 | $608K | Sell |
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|
2023
Q2 | $704K | Buy |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $419K | Sell |
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|
2022
Q3 | $350K | Sell |
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|
2022
Q2 | $367K | Buy |
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|
2022
Q1 | $359K | Sell |
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|
2021
Q4 | $561K | Buy |
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|
2021
Q3 | $499K | Sell |
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|
2021
Q2 | $482K | Buy |
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|
2021
Q1 | $417K | Buy |
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|
2020
Q4 | $282K | Buy |
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|
2020
Q3 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $124K | Buy |
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|
2018
Q2 | $119K | Buy |
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|
2018
Q1 | $110K | Buy |
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|
2017
Q4 | $101K | Buy |
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|
2017
Q3 | $92K | Buy |
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|
2017
Q2 | $36K | Sell |
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|
2017
Q1 | $49K | Buy |
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|
2016
Q4 | $46K | Buy |
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|
2016
Q3 | $39K | Buy |
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|
2016
Q2 | $37K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $4K | Sell |
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|
2014
Q4 | $21K | Buy |
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