Cobblestone Capital 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 | $21.7M | Sell |
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|
2025
Q1 | $18.5M | Sell |
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|
2024
Q4 | $24.3M | Sell |
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|
2024
Q3 | $22.7M | Sell |
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|
2024
Q2 | $19.8M | Sell |
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|
2024
Q1 | $22.4M | Sell |
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|
2023
Q4 | $18.5M | Sell |
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|
2023
Q3 | $14.8M | Sell |
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|
2023
Q2 | $17.6M | Sell |
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|
2023
Q1 | $16.8M | Sell |
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|
2022
Q4 | $15.3M | Sell |
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|
2022
Q3 | $14.1M | Sell |
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|
2022
Q2 | $14.7M | Sell |
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|
2022
Q1 | $20M | Sell |
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|
2021
Q4 | $17.9M | Sell |
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|
2021
Q3 | $23M | Buy |
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|
2021
Q2 | $22.6M | Sell |
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|
2021
Q1 | $19.4M | Sell |
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|
2020
Q4 | $17.7M | Buy |
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|
2020
Q3 | $14.4M | Buy |
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|
2020
Q2 | $13.6M | Buy |
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|
2020
Q1 | $7.9M | Buy |
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|
2019
Q4 | $11.2M | Sell |
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|
2019
Q3 | $10.7M | Sell |
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|
2019
Q2 | $11.5M | Sell |
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|
2019
Q1 | $10.3M | Sell |
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|
2018
Q4 | $9.06M | Buy |
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|
2018
Q3 | $10M | Sell |
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|
2018
Q2 | $9.31M | Sell |
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|
2018
Q1 | $8.91M | Sell |
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|
2017
Q4 | $9.51M | Sell |
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|
2017
Q3 | $8.71M | Buy |
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|
2017
Q2 | $7.86M | Buy |
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|
2017
Q1 | $7.3M | Buy |
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|
2016
Q4 | $6.83M | Buy |
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|
2016
Q3 | $5.79M | Sell |
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|
2016
Q2 | $5.66M | Buy |
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|
2016
Q1 | $5.49M | Buy |
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|
2015
Q4 | $5.7M | Buy |
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|
2015
Q3 | $3.32M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $204K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $213K | Buy |
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