CIM
Contravisory Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
31,693
+143
| +0.5% | +$45.6K | 1.99% | 12 |
|
|
2025
Q1 | $8.49M | Buy |
31,550
+1,590
| +5% | +$428K | 1.79% | 22 |
|
|
2024
Q4 | $8.89M | Sell |
29,960
-72
| -0.2% | -$21.4K | 1.9% | 21 |
|
|
2024
Q3 | $8.14M | Buy |
+30,032
| New | +$8.14M | 1.74% | 29 |
|
|
2023
Q4 | – | Sell |
-2,120
| Closed | -$316K | – | 365 |
|
|
2023
Q3 | $316K | Sell |
2,120
-105
| -5% | -$15.7K | 0.09% | 158 |
|
|
2023
Q2 | $388K | Buy |
2,225
+38
| +2% | +$6.62K | 0.1% | 145 |
|
|
2023
Q1 | $361K | Sell |
2,187
-95
| -4% | -$15.7K | 0.1% | 143 |
|
|
2022
Q4 | $337K | Buy |
2,282
+293
| +15% | +$43.3K | 0.09% | 149 |
|
|
2022
Q3 | $268K | Hold |
1,989
| – | – | 0.09% | 153 |
|
|
2022
Q2 | $276K | Buy |
1,989
+1,874
| +1,630% | +$260K | 0.09% | 152 |
|
|
2022
Q1 | $22K | Hold |
115
| – | – | 0.01% | 250 |
|
|
2021
Q4 | $19K | Buy |
+115
| New | +$19K | 0.01% | 247 |
|
|
2020
Q2 | – | Sell |
-809
| Closed | -$69K | – | 258 |
|
|
2020
Q1 | $69K | Hold |
809
| – | – | 0.03% | 200 |
|
|
2019
Q4 | $101K | Buy |
809
+95
| +13% | +$11.9K | 0.04% | 186 |
|
|
2019
Q3 | $84K | Buy |
714
+103
| +17% | +$12.1K | 0.03% | 186 |
|
|
2019
Q2 | $75K | Buy |
611
+119
| +24% | +$14.6K | 0.03% | 181 |
|
|
2019
Q1 | $54K | Buy |
492
+46
| +10% | +$5.05K | 0.02% | 206 |
|
|
2018
Q4 | $43K | Buy |
446
+291
| +188% | +$28.1K | 0.02% | 217 |
|
|
2018
Q3 | $17K | Hold |
155
| – | – | 0.01% | 216 |
|
|
2018
Q2 | $15K | Hold |
155
| – | – | 0.01% | 253 |
|
|
2018
Q1 | $14K | Hold |
155
| – | – | 0.01% | 252 |
|
|
2017
Q4 | $15K | Hold |
155
| – | – | 0.01% | 243 |
|
|
2017
Q3 | $14K | Buy |
+155
| New | +$14K | 0.01% | 256 |
|