Coldstream Capital Management’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 | $5.67M | Buy |
|
|||||
|
2025
Q1 | $3.71M | Sell |
|
|||||
|
2024
Q4 | $4.43M | Buy |
|
|||||
|
2024
Q3 | $3.96M | Buy |
|
|||||
|
2024
Q2 | $3.04M | Buy |
|
|||||
|
2024
Q1 | $2.91M | Sell |
|
|||||
|
2023
Q4 | $2.43M | Buy |
|
|||||
|
2023
Q3 | $1.79M | Sell |
|
|||||
|
2023
Q2 | $2.18M | Sell |
|
|||||
|
2023
Q1 | $2.12M | Buy |
|
|||||
|
2022
Q4 | $1.87M | Buy |
|
|||||
|
2022
Q2 | $1.64M | Buy |
|
|||||
|
2022
Q1 | $1.92M | Sell |
|
|||||
|
2021
Q4 | $1.76M | Sell |
|
|||||
|
2021
Q3 | $3.59M | Buy |
|
|||||
|
2021
Q2 | $897K | Buy |
|
|||||
|
2021
Q1 | $755K | Sell |
|
|||||
|
2020
Q4 | $4.15M | Hold |
|
|||||
|
2020
Q3 | $3.44M | Sell |
|
|||||
|
2020
Q2 | $3.31M | Buy |
|
|||||
|
2020
Q1 | $2.35M | Sell |
|
|||||
|
2019
Q4 | $3.6M | Sell |
|
|||||
|
2019
Q3 | $3.45M | Sell |
|
|||||
|
2019
Q2 | $3.74M | Sell |
|
|||||
|
2019
Q1 | $3.35M | Sell |
|
|||||
|
2018
Q4 | $3.08M | Buy |
|
|||||
|
2018
Q3 | $3.37M | Buy |
|
|||||
|
2018
Q2 | $2.92M | Buy |
|
|||||
|
2018
Q1 | $2.76M | Buy |
|
|||||
|
2017
Q4 | $2.9M | Buy |
|
|||||
|
2017
Q3 | $2.56M | Sell |
|
|||||
|
2017
Q2 | $2.4M | Buy |
|
|||||
|
2017
Q1 | $2.12M | Buy |
|