Coston McIsaac & Partners’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$410K	Sell	1,357 -56	-4%	-$18.8K	0.09%	92
2025 Q4	$522K	Buy	1,413 +157	+13%	+$56.2K	0.12%	83
2025 Q3	$417K	Buy	1,256 +897	+250%	+$285K	0.1%	90
2025 Q2	$114K	Hold	359	–	–	0.03%	197
2025 Q1	$96K	Buy	359 +80	+29%	+$23.6K	0.03%	199
2024 Q4	$82K	Hold	279	–	–	0.02%	214
2024 Q3	$75	Hold	279	–	–	0.02%	221
2024 Q2	$64K	Hold	279	–	–	0.02%	227
2024 Q1	$63K	Hold	279	–	–	0.02%	231
2023 Q4	$52K	Hold	279	–	–	0.02%	248
2023 Q3	$41K	Hold	279	–	–	0.02%	269
2023 Q2	$48K	Hold	279	–	–	0.02%	268
2023 Q1	$46K	Buy	279 +139	+99%	+$23.1K	0.02%	269
2022 Q4	$20	Buy	+140	New	+$20.7K	0.01%	402