Coastal Bridge Advisors’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
Q2 | $4.8M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.63M | Buy |
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|
2024
Q3 | $2.4M | Sell |
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|
2024
Q2 | $2.05M | Buy |
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|
2024
Q1 | $2.01M | Buy |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $903K | Buy |
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|
2020
Q3 | $737K | Sell |
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|
2020
Q2 | $747K | Sell |
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|
2020
Q1 | $684K | Buy |
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|
2019
Q4 | $911K | Sell |
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|
2019
Q3 | $947K | Buy |
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|
2019
Q2 | $900K | Sell |
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|
2019
Q1 | $813K | Buy |
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|
2018
Q4 | $693K | Buy |
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|
2018
Q3 | $773K | Buy |
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|
2018
Q2 | $711K | Buy |
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|
2018
Q1 | $666K | Sell |
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|
2017
Q4 | $750K | Sell |
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|
2017
Q3 | $747K | Buy |
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|
2017
Q2 | $675K | Buy |
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|
2017
Q1 | $633K | Buy |
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|
2016
Q4 | $592K | Buy |
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|
2016
Q3 | $511K | Buy |
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|
2016
Q2 | $484K | Buy |
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|
2016
Q1 | $488K | Sell |
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|
2015
Q4 | $553K | Buy |
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