Crestwood Advisors Group’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 | $2.34M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.83M | Buy |
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|
2024
Q3 | $1.54M | Buy |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.45M | Buy |
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|
2023
Q4 | $999K | Buy |
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|
2023
Q3 | $784K | Buy |
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|
2023
Q2 | $849K | Sell |
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|
2023
Q1 | $837K | Sell |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $1.2M | Hold |
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|
2021
Q3 | $1.23M | Sell |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $882K | Buy |
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|
2020
Q3 | $635K | Buy |
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|
2020
Q2 | $599K | Buy |
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|
2020
Q1 | $534K | Sell |
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|
2019
Q4 | $788K | Hold |
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|
2019
Q3 | $749K | Sell |
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|
2019
Q2 | $844K | Buy |
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|
2019
Q1 | $318K | Hold |
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|
2018
Q4 | $277K | Hold |
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|
2018
Q3 | $310K | Hold |
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|
2018
Q2 | $296K | Buy |
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|
2018
Q1 | $269K | Buy |
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|
2017
Q4 | $286K | Buy |
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|
2017
Q3 | $259K | Hold |
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|
2017
Q2 | $243K | Hold |
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|
2017
Q1 | $228K | Hold |
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|
2016
Q4 | $212K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $870K | Buy |
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|
2015
Q3 | $886K | Sell |
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|
2015
Q2 | $1.32M | Buy |
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|
2015
Q1 | $607K | Buy |
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|
2014
Q4 | $467K | Buy |
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|
2014
Q3 | $404K | Hold |
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|
2014
Q2 | $437K | Sell |
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|
2014
Q1 | $506K | Sell |
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|
2013
Q4 | $524K | Sell |
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|
2013
Q3 | $451K | Sell |
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|
2013
Q2 | $499K | Buy |
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