COWA LLC’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 | $352K | Buy |
1,105
+130
| +13% | +$41.5K | 0.13% | 100 |
|
|
2025
Q1 | $262K | Hold |
975
| – | – | 0.11% | 116 |
|
|
2024
Q4 | $289K | Hold |
975
| – | – | 0.13% | 107 |
|
|
2024
Q3 | $264K | Hold |
975
| – | – | 0.13% | 109 |
|
|
2024
Q2 | $226K | Hold |
975
| – | – | 0.12% | 116 |
|
|
2024
Q1 | $222K | Buy |
+975
| New | +$222K | 0.13% | 110 |
|
|
2022
Q4 | – | Sell |
-1,129
| Closed | -$152K | – | 141 |
|
|
2022
Q3 | $152K | Buy |
+1,129
| New | +$152K | 0.1% | 121 |
|
|
2022
Q2 | – | Sell |
-1,129
| Closed | -$211K | – | 123 |
|
|
2022
Q1 | $211K | Buy |
+1,129
| New | +$211K | 0.1% | 121 |
|
|
2021
Q3 | – | Sell |
-105,000
| Closed | -$107K | – | 135 |
|
|
2021
Q2 | $107K | Buy |
105,000
+103,871
| +9,200% | +$106K | 0.07% | 118 |
|
|
2021
Q1 | $167K | Hold |
1,129
| – | – | 0.1% | 123 |
|
|
2020
Q4 | $138K | Buy |
+1,129
| New | +$138K | 0.11% | 132 |
|