CRA Financial Services’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 | $332K | Buy |
1,041
+36
| +4% | +$11.5K | 0.05% | 207 |
|
|
2025
Q1 | $270K | Hold |
1,005
| – | – | 0.05% | 216 |
|
|
2024
Q4 | $298K | Sell |
1,005
-12
| -1% | -$3.56K | 0.05% | 203 |
|
|
2024
Q3 | $276K | Hold |
1,017
| – | – | 0.05% | 203 |
|
|
2024
Q2 | $235K | Hold |
1,017
| – | – | 0.05% | 220 |
|
|
2024
Q1 | $232K | Buy |
+1,017
| New | +$232K | 0.05% | 218 |
|