Cresset 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 | $17.6M | Buy |
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|
2025
Q1 | $14.4M | Sell |
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|
2024
Q4 | $16.6M | Sell |
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|
2024
Q3 | $27.6M | Buy |
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|
2024
Q2 | $22.8M | Buy |
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|
2024
Q1 | $19M | Buy |
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|
2023
Q4 | $13.7M | Buy |
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|
2023
Q3 | $10.7M | Buy |
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|
2023
Q2 | $11.9M | Buy |
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|
2023
Q1 | $3.11M | Sell |
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|
2022
Q4 | $1.82M | Sell |
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|
2022
Q3 | $2.76M | Sell |
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|
2022
Q2 | $3.36M | Buy |
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|
2022
Q1 | $4.3M | Sell |
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|
2021
Q4 | $3.83M | Sell |
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|
2021
Q3 | $4.55M | Buy |
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|
2021
Q2 | $4.31M | Buy |
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|
2021
Q1 | $1.39M | Sell |
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|
2020
Q4 | $2.04M | Buy |
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|
2020
Q3 | $1.58M | Buy |
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|
2020
Q2 | $1.45M | Sell |
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|
2020
Q1 | $1.8M | Sell |
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|
2019
Q4 | $3.27M | Buy |
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|
2019
Q3 | $1.23M | Buy |
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|
2019
Q2 | $918K | Buy |
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|
2019
Q1 | $761K | Buy |
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|
2018
Q4 | $472K | Buy |
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