Column 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
2023 Q3	$27.7K	Sell	186 -12	-6%	-$1.96K	﹤0.01%	401
2023 Q2	$34.5K	Sell	198 -19	-9%	-$3.07K	﹤0.01%	365
2023 Q1	$35.8K	Hold	217	–	–	0.01%	365
2022 Q4	$32.1K	Hold	217	–	–	0.01%	357
2022 Q3	$29K	Hold	217	–	–	0.01%	337
2022 Q2	$30K	Hold	217	–	–	0.01%	341
2022 Q1	$41K	Sell	217 -14	-6%	-$2.53K	0.01%	314
2021 Q4	$38K	Sell	231 -18	-7%	-$3.07K	0.01%	335
2021 Q3	$42K	Sell	249 -24	-9%	-$4.01K	0.01%	294
2021 Q2	$45K	Sell	273 -50	-15%	-$7.83K	0.01%	290
2021 Q1	$46K	Sell	323 -100	-24%	-$13.2K	0.01%	277
2020 Q4	$51K	Sell	423 -510	-55%	-$56.5K	0.01%	266
2020 Q3	$94K	Sell	933 -46	-5%	-$4.53K	0.03%	162
2020 Q2	$93K	Sell	979 -621	-39%	-$57.2K	0.03%	158
2020 Q1	$137K	Buy	1,600 +138	+9%	+$16.1K	0.06%	94
2019 Q4	$182K	Buy	+1,462	New	+$175K	0.09%	96