Cresset Asset Management’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 | $17.6M | Buy |
55,066
+1,572
| +3% | +$501K | 0.08% | 157 |
|
|
2025
Q1 | $14.4M | Sell |
53,494
-2,567
| -5% | -$691K | 0.07% | 169 |
|
|
2024
Q4 | $16.6M | Sell |
56,061
-45,806
| -45% | -$13.6M | 0.08% | 151 |
|
|
2024
Q3 | $27.6M | Buy |
101,867
+3,361
| +3% | +$912K | 0.11% | 128 |
|
|
2024
Q2 | $22.8M | Buy |
98,506
+15,171
| +18% | +$3.51M | 0.1% | 143 |
|
|
2024
Q1 | $19M | Buy |
83,335
+9,992
| +14% | +$2.28M | 0.09% | 150 |
|
|
2023
Q4 | $13.7M | Buy |
73,343
+1,412
| +2% | +$265K | 0.08% | 166 |
|
|
2023
Q3 | $10.7M | Buy |
71,931
+3,424
| +5% | +$511K | 0.04% | 181 |
|
|
2023
Q2 | $11.9M | Buy |
68,507
+49,671
| +264% | +$8.65M | 0.01% | 157 |
|
|
2023
Q1 | $3.11M | Sell |
18,836
-549
| -3% | -$90.6K | 0.06% | 176 |
|
|
2022
Q4 | $1.82M | Sell |
19,385
-1,075
| -5% | -$101K | 0.02% | 211 |
|
|
2022
Q3 | $2.76M | Sell |
20,460
-3,756
| -16% | -$507K | 0.03% | 179 |
|
|
2022
Q2 | $3.36M | Buy |
24,216
+1,237
| +5% | +$172K | 0.04% | 159 |
|
|
2022
Q1 | $4.3M | Sell |
22,979
-400
| -2% | -$74.8K | 0.04% | 143 |
|
|
2021
Q4 | $3.83M | Sell |
23,379
-3,788
| -14% | -$620K | 0.04% | 181 |
|
|
2021
Q3 | $4.55M | Buy |
27,167
+1,093
| +4% | +$183K | 0.06% | 122 |
|
|
2021
Q2 | $4.31M | Buy |
26,074
+16,263
| +166% | +$2.69M | 0.06% | 122 |
|
|
2021
Q1 | $1.39M | Sell |
9,811
-7,078
| -42% | -$1M | 0.02% | 226 |
|
|
2020
Q4 | $2.04M | Buy |
16,889
+1,131
| +7% | +$137K | 0.03% | 163 |
|
|
2020
Q3 | $1.58M | Buy |
15,758
+525
| +3% | +$52.6K | 0.03% | 181 |
|
|
2020
Q2 | $1.45M | Sell |
15,233
-5,766
| -27% | -$549K | 0.03% | 181 |
|
|
2020
Q1 | $1.8M | Sell |
20,999
-5,232
| -20% | -$448K | 0.05% | 125 |
|
|
2019
Q4 | $3.27M | Buy |
26,231
+15,796
| +151% | +$1.97M | 0.09% | 102 |
|
|
2019
Q3 | $1.23M | Buy |
10,435
+3,000
| +40% | +$355K | 0.04% | 170 |
|
|
2019
Q2 | $918K | Buy |
7,435
+473
| +7% | +$58.4K | 0.03% | 183 |
|
|
2019
Q1 | $761K | Buy |
6,962
+2,012
| +41% | +$220K | 0.03% | 134 |
|
|
2018
Q4 | $472K | Buy |
+4,950
| New | +$472K | 0.03% | 128 |
|