Coppell Advisory Solutions’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 |
-298
| Closed | -$88.6K | – | 454 |
|
|
2024
Q4 | $88.6K | Buy |
298
+13
| +5% | +$3.87K | 0.01% | 445 |
|
|
2024
Q3 | $77.3K | Buy |
285
+47
| +20% | +$12.7K | 0.01% | 447 |
|
|
2024
Q2 | $55.1K | Buy |
+238
| New | +$55.1K | 0.01% | 474 |
|
|
2023
Q4 | $39.2K | Buy |
209
+119
| +132% | +$22.3K | 0.01% | 550 |
|
|
2023
Q3 | $13.3K | Sell |
90
-513
| -85% | -$75.8K | ﹤0.01% | 564 |
|
|
2023
Q2 | $104K | Buy |
+603
| New | +$104K | 0.03% | 262 |
|
|
2023
Q1 | – | Sell |
-90
| Closed | -$13.3K | – | 262 |
|
|
2022
Q4 | $13.3K | Buy |
+90
| New | +$13.3K | ﹤0.01% | 567 |
|