Cozad Asset Management’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 | $1.73M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $753K | Sell |
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|
2024
Q2 | $713K | Buy |
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|
2024
Q1 | $585K | Buy |
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|
2023
Q4 | $367K | Buy |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $239K | Hold |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q4 | $204K | Sell |
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|
2021
Q3 | $243K | Hold |
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|
2021
Q2 | $240K | Sell |
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|
2021
Q1 | $219K | Buy |
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