CGA
Crescent Grove Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-726
| Closed | -$215K | – | 267 |
|
|
2024
Q4 | $215K | Sell |
726
-297
| -29% | -$88.1K | 0.02% | 259 |
|
|
2024
Q3 | $277K | Sell |
1,023
-409
| -29% | -$111K | 0.03% | 231 |
|
|
2024
Q2 | $332K | Buy |
1,432
+223
| +18% | +$51.6K | 0.04% | 201 |
|
|
2024
Q1 | $275K | Buy |
+1,209
| New | +$275K | 0.03% | 252 |
|
|
2023
Q2 | – | Sell |
-1,666
| Closed | -$275K | – | 292 |
|
|
2023
Q1 | $275K | Buy |
+1,666
| New | +$275K | 0.03% | 245 |
|
|
2022
Q2 | – | Sell |
-1,352
| Closed | -$253K | – | 263 |
|
|
2022
Q1 | $253K | Sell |
1,352
-934
| -41% | -$175K | 0.02% | 250 |
|
|
2021
Q4 | $374K | Buy |
+2,286
| New | +$374K | 0.04% | 205 |
|
|
2021
Q1 | – | Sell |
-1,667
| Closed | -$202K | – | 211 |
|
|
2020
Q4 | $202K | Buy |
+1,667
| New | +$202K | 0.03% | 176 |
|