Corient Private Wealth’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260M | Sell |
816,399
-122,944
| -13% | -$39.1M | 0.27% | 70 |
|
|
2025
Q1 | $253M | Sell |
939,343
-112,615
| -11% | -$30.3M | 0.41% | 49 |
|
|
2024
Q4 | $312M | Sell |
1,051,958
-31,309
| -3% | -$9.27M | 0.52% | 36 |
|
|
2024
Q3 | $294M | Sell |
1,083,267
-31,580
| -3% | -$8.56M | 0.46% | 40 |
|
|
2024
Q2 | $258M | Buy |
1,114,847
+137
| +0% | +$31.7K | 0.45% | 41 |
|
|
2024
Q1 | $254M | Sell |
1,114,710
-63,377
| -5% | -$14.4M | 0.45% | 44 |
|
|
2023
Q4 | $221M | Buy |
1,178,087
+21,528
| +2% | +$4.03M | 0.41% | 50 |
|
|
2023
Q3 | $173M | Buy |
1,156,559
+91,348
| +9% | +$13.6M | 0.4% | 53 |
|
|
2023
Q2 | $186M | Buy |
1,065,211
+146,497
| +16% | +$25.5M | 0.43% | 51 |
|
|
2023
Q1 | $152M | Buy |
918,714
+77,325
| +9% | +$12.8M | 0.41% | 58 |
|
|
2022
Q4 | $124M | Buy |
+841,389
| New | +$124M | 0.45% | 55 |
|