COWA LLC’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 | $352K | Buy |
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|
2025
Q1 | $262K | Hold |
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|
2024
Q4 | $289K | Hold |
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|
2024
Q3 | $264K | Hold |
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|
2024
Q2 | $226K | Hold |
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|
2024
Q1 | $222K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $152K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $107K | Buy |
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|
2021
Q1 | $167K | Hold |
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|
2020
Q4 | $138K | Buy |
|