Cottonwood Capital Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Hold |
1,020
| – | – | 0.22% | 88 |
|
|
2025
Q1 | $274K | Sell |
1,020
-240
| -19% | -$64.6K | 0.2% | 91 |
|
|
2024
Q4 | $374K | Buy |
1,260
+194
| +18% | +$57.6K | 0.27% | 79 |
|
|
2024
Q3 | $289K | Sell |
1,066
-5
| -0.5% | -$1.36K | 0.21% | 89 |
|
|
2024
Q2 | $255K | Sell |
1,071
-152
| -12% | -$36.1K | 0.2% | 95 |
|
|
2024
Q1 | $267K | Sell |
1,223
-132
| -10% | -$28.8K | 0.21% | 96 |
|
|
2023
Q4 | $254K | Buy |
+1,355
| New | +$254K | 0.21% | 103 |
|