Corient Private Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260M | Sell |
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|
2025
Q1 | $253M | Sell |
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|
2024
Q4 | $312M | Sell |
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|
2024
Q3 | $294M | Sell |
|
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|
2024
Q2 | $258M | Buy |
|
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|
2024
Q1 | $254M | Sell |
|
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|
2023
Q4 | $221M | Buy |
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|
2023
Q3 | $173M | Buy |
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|
2023
Q2 | $186M | Buy |
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|
2023
Q1 | $152M | Buy |
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|
2022
Q4 | $124M | Buy |
|