CIBC Private Wealth Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.3M | Sell |
210,963
-2,634
| -1% | -$840K | 0.12% | 168 |
|
|
2025
Q1 | $49.4M | Sell |
213,597
-1,355
| -0.6% | -$314K | 0.1% | 169 |
|
|
2024
Q4 | $65.1M | Sell |
214,952
-1,478
| -0.7% | -$448K | 0.12% | 158 |
|
|
2024
Q3 | $58.7M | Buy |
216,430
+3,269
| +2% | +$887K | 0.11% | 167 |
|
|
2024
Q2 | $50M | Sell |
213,161
-1,593
| -0.7% | -$374K | 0.09% | 173 |
|
|
2024
Q1 | $48.9M | Sell |
214,754
-3,151
| -1% | -$717K | 0.1% | 179 |
|
|
2023
Q4 | $40.8M | Buy |
217,905
+12,439
| +6% | +$2.33M | 0.09% | 190 |
|
|
2023
Q3 | $30.7M | Sell |
205,466
-4,694
| -2% | -$700K | 0.07% | 212 |
|
|
2023
Q2 | $36.6M | Sell |
210,160
-25,557
| -11% | -$4.45M | 0.08% | 204 |
|
|
2023
Q1 | $38.9M | Buy |
235,717
+6,440
| +3% | +$1.06M | 0.09% | 189 |
|
|
2022
Q4 | $32M | Sell |
229,277
-4,661
| -2% | -$652K | 0.11% | 128 |
|
|
2022
Q3 | $31.6M | Sell |
233,938
-33,129
| -12% | -$4.47M | 0.09% | 175 |
|
|
2022
Q2 | $37M | Sell |
267,067
-16,588
| -6% | -$2.3M | 0.1% | 162 |
|
|
2022
Q1 | $53M | Sell |
283,655
-15,756
| -5% | -$2.95M | 0.12% | 147 |
|
|
2021
Q4 | $49M | Sell |
299,411
-6,514
| -2% | -$1.07M | 0.1% | 154 |
|
|
2021
Q3 | $51.3M | Sell |
305,925
-5,339
| -2% | -$894K | 0.12% | 144 |
|
|
2021
Q2 | $51.4M | Buy |
311,264
+2,828
| +0.9% | +$467K | 0.12% | 151 |
|
|
2021
Q1 | $43.6M | Buy |
308,436
+25,240
| +9% | +$3.57M | 0.11% | 157 |
|
|
2020
Q4 | $34.2M | Buy |
283,196
+20,429
| +8% | +$2.47M | 0.09% | 171 |
|
|
2020
Q3 | $26.3M | Buy |
262,767
+110,631
| +73% | +$11.1M | 0.08% | 174 |
|
|
2020
Q2 | $14.5M | Sell |
152,136
-6,992
| -4% | -$666K | 0.07% | 188 |
|
|
2020
Q1 | $13.6M | Sell |
159,128
-14,125
| -8% | -$1.21M | 0.06% | 210 |
|
|
2019
Q4 | $21.6M | Sell |
173,253
-5,216
| -3% | -$649K | 0.07% | 196 |
|
|
2019
Q3 | $21.1M | Sell |
178,469
-2,419
| -1% | -$286K | 0.07% | 187 |
|
|
2019
Q2 | $22.3M | Sell |
180,888
-1,211
| -0.7% | -$149K | 0.08% | 197 |
|
|
2019
Q1 | $19.9M | Sell |
182,099
-12,502
| -6% | -$1.37M | 0.08% | 195 |
|
|
2018
Q4 | $18.6M | Sell |
194,601
-3,971
| -2% | -$379K | 0.08% | 196 |
|
|
2018
Q3 | $21.1M | Sell |
198,572
-44,708
| -18% | -$4.76M | 0.08% | 204 |
|
|
2018
Q2 | $23.8M | Sell |
243,280
-628,750
| -72% | -$61.6M | 0.1% | 190 |
|
|
2018
Q1 | $81.3M | Sell |
872,030
-6,008
| -0.7% | -$560K | 0.35% | 85 |
|
|
2017
Q4 | $87.2M | Sell |
878,038
-16,202
| -2% | -$1.61M | 0.37% | 83 |
|
|
2017
Q3 | $80.9M | Sell |
894,240
-4,278
| -0.5% | -$387K | 0.37% | 81 |
|
|
2017
Q2 | $75.7M | Sell |
898,518
-29,655
| -3% | -$2.5M | 0.48% | 68 |
|
|
2017
Q1 | $73.4M | Sell |
928,173
-572,458
| -38% | -$45.3M | 0.46% | 68 |
|
|
2016
Q4 | $111M | Buy |
1,500,631
+8,970
| +0.6% | +$665K | 0.74% | 47 |
|
|
2016
Q3 | $95.5M | Buy |
1,491,661
+36,091
| +2% | +$2.31M | 0.66% | 50 |
|
|
2016
Q2 | $88.4M | Buy |
1,455,570
+11,763
| +0.8% | +$715K | 0.65% | 51 |
|
|
2016
Q1 | $88.6M | Buy |
1,443,807
+430,579
| +42% | +$26.4M | 0.69% | 50 |
|
|
2015
Q4 | $70.5M | Sell |
1,013,228
-26,800
| -3% | -$1.86M | 0.55% | 59 |
|
|
2015
Q3 | $77.1M | Buy |
1,040,028
+27,687
| +3% | +$2.05M | 0.63% | 54 |
|
|
2015
Q2 | $78.7M | Buy |
1,012,341
+370,881
| +58% | +$28.8M | 0.57% | 59 |
|
|
2015
Q1 | $50.1M | Buy |
641,460
+482,435
| +303% | +$37.7M | 0.37% | 77 |
|
|
2014
Q4 | $14.8M | Buy |
159,025
+870
| +0.6% | +$80.9K | 0.11% | 145 |
|
|
2014
Q3 | $13.8M | Sell |
158,155
-331
| -0.2% | -$29K | 0.11% | 153 |
|
|
2014
Q2 | $15M | Sell |
158,486
-2,325
| -1% | -$221K | 0.12% | 148 |
|
|
2014
Q1 | $14.5M | Buy |
+160,811
| New | +$14.5M | 0.12% | 144 |
|