Cidel Asset Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Buy |
2,570
+99
| +4% | +$31.6K | 0.05% | 144 |
|
|
2025
Q1 | $665K | Sell |
2,471
-147
| -6% | -$39.6K | 0.04% | 157 |
|
|
2024
Q4 | $777K | Sell |
2,618
-341
| -12% | -$101K | 0.05% | 141 |
|
|
2024
Q3 | $802K | Sell |
2,959
-266
| -8% | -$72.1K | 0.06% | 139 |
|
|
2024
Q2 | $747K | Sell |
3,225
-220
| -6% | -$50.9K | 0.06% | 136 |
|
|
2024
Q1 | $784K | Sell |
3,445
-128
| -4% | -$29.1K | 0.06% | 134 |
|
|
2023
Q4 | $669K | Buy |
+3,573
| New | +$669K | 0.03% | 155 |
|