Citadel Investment Advisory’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
$2M Hold
2025
Q2
$1.92M Sell
2025
Q1
$1.8M Sell
2024
Q4
$2.04M Hold
2024
Q3
$1.87M Hold
2024
Q2
$1.59M Hold
2024
Q1
$1.57M Hold
2023
Q4
$1.29M Hold
2023
Q3
$1.03M Hold
2023
Q2
$1.2M Hold
2023
Q1
$1.14M Hold
2022
Q4
$1.02M Hold
2022
Q3
$929K Hold
2022
Q2
$1.29M Hold
2022
Q1
$1.29M Sell
2021
Q4
$1.14M Hold
2021
Q3
$1.16M Hold
2021
Q2
$1.15M Hold
2021
Q1
$981K Hold
2020
Q4
$839K Buy