Citadel Investment Advisory’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 | $1.92M | Sell |
6,032
-677
| -10% | -$216K | 0.93% | 25 |
|
|
2025
Q1 | $1.81M | Sell |
6,709
-175
| -3% | -$47.1K | 0.89% | 25 |
|
|
2024
Q4 | $2.04M | Hold |
6,884
| – | – | 1.06% | 24 |
|
|
2024
Q3 | $1.87M | Hold |
6,884
| – | – | 0.98% | 25 |
|
|
2024
Q2 | $1.59M | Hold |
6,884
| – | – | 0.91% | 25 |
|
|
2024
Q1 | $1.57M | Hold |
6,884
| – | – | 0.88% | 27 |
|
|
2023
Q4 | $1.29M | Hold |
6,884
| – | – | 0.79% | 28 |
|
|
2023
Q3 | $1.03M | Hold |
6,884
| – | – | 0.67% | 31 |
|
|
2023
Q2 | $1.2M | Hold |
6,884
| – | – | 0.78% | 29 |
|
|
2023
Q1 | $1.14M | Hold |
6,884
| – | – | 0.77% | 28 |
|
|
2022
Q4 | $1.02M | Hold |
6,884
| – | – | 0.7% | 34 |
|
|
2022
Q3 | $929K | Hold |
6,884
| – | – | 0.71% | 33 |
|
|
2022
Q2 | $1.29M | Hold |
6,884
| – | – | 0.87% | 27 |
|
|
2022
Q1 | $1.29M | Sell |
6,884
-54
| -0.8% | -$10.1K | 0.75% | 35 |
|
|
2021
Q4 | $1.14M | Hold |
6,938
| – | – | 0.66% | 42 |
|
|
2021
Q3 | $1.16M | Hold |
6,938
| – | – | 0.72% | 39 |
|
|
2021
Q2 | $1.15M | Hold |
6,938
| – | – | 0.71% | 42 |
|
|
2021
Q1 | $981K | Hold |
6,938
| – | – | 0.64% | 45 |
|
|
2020
Q4 | $839K | Buy |
+6,938
| New | +$839K | 0.6% | 43 |
|