Colonial River Investments’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,416
Closed -$717K 212
2024
Q4
$717K Buy
2,416
+90
+4% +$26.7K 0.35% 72
2024
Q3
$631K Buy
+2,326
New +$631K 0.31% 78