CIA
Compass Ion Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Buy |
1,510
+10
| +0.7% | +$3.19K | 0.05% | 173 |
|
|
2025
Q1 | $404K | Hold |
1,500
| – | – | 0.05% | 184 |
|
|
2024
Q4 | $445K | Hold |
1,500
| – | – | 0.05% | 171 |
|
|
2024
Q3 | $407K | Buy |
1,500
+10
| +0.7% | +$2.71K | 0.05% | 182 |
|
|
2024
Q2 | $339K | Hold |
1,490
| – | – | 0.05% | 178 |
|
|
2024
Q1 | $339K | Sell |
1,490
-7
| -0.5% | -$1.59K | 0.05% | 178 |
|
|
2023
Q4 | $280K | Sell |
1,497
-22
| -1% | -$4.12K | 0.04% | 195 |
|
|
2023
Q3 | $227K | Buy |
+1,519
| New | +$227K | 0.04% | 207 |
|