CIA
Concurrent Investment Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.03M | Buy |
22,039
+439
| +2% | +$140K | 0.14% | 161 |
|
|
2025
Q1 | $5.81M | Buy |
21,600
+1,074
| +5% | +$289K | 0.14% | 156 |
|
|
2024
Q4 | $6.09M | Buy |
20,526
+9,322
| +83% | +$2.77M | 0.16% | 128 |
|
|
2024
Q3 | $3.04M | Buy |
11,204
+731
| +7% | +$198K | 0.09% | 226 |
|
|
2024
Q2 | $2.43M | Buy |
10,473
+1,510
| +17% | +$350K | 0.08% | 233 |
|
|
2024
Q1 | $2.04M | Sell |
8,963
-5,078
| -36% | -$1.16M | 0.08% | 240 |
|
|
2023
Q4 | $2.63M | Buy |
+14,041
| New | +$2.63M | 0.12% | 181 |
|