Clarius Group LLC’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 | $1.16M | Sell |
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|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $943K | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $929K | Sell |
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|
2024
Q1 | $965K | Sell |
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|
2023
Q4 | $913K | Sell |
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|
2023
Q3 | $798K | Sell |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $929K | Sell |
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|
2022
Q2 | $969K | Buy |
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|
2022
Q1 | $1.02M | Hold |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $984K | Buy |
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|
2021
Q1 | $828K | Buy |
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|
2020
Q4 | $698K | Buy |
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|
2020
Q3 | $554K | Sell |
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|
2020
Q2 | $602K | Buy |
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|
2020
Q1 | $487K | Buy |
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|
2019
Q4 | $633K | Sell |
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|
2019
Q3 | $598K | Buy |
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|
2019
Q2 | $575K | Buy |
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|
2019
Q1 | $444K | Buy |
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