CAM
Creekmur Asset Management’s American Express AXP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.22M | Buy |
3,814
+1,206
| +46% | +$385K | 0.21% | 71 |
|
2025
Q1 | $702K | Buy |
2,608
+2,291
| +723% | +$616K | 0.15% | 78 |
|
2024
Q4 | $94.1K | Hold |
317
| – | – | 0.02% | 160 |
|
2024
Q3 | $86K | Sell |
317
-90
| -22% | -$24.4K | 0.02% | 162 |
|
2024
Q2 | $94.2K | Sell |
407
-19
| -4% | -$4.4K | 0.02% | 171 |
|
2024
Q1 | $97K | Buy |
426
+256
| +151% | +$58.3K | 0.03% | 178 |
|
2023
Q4 | $31.8K | Buy |
+170
| New | +$31.8K | 0.01% | 364 |
|