CA
CSM Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.26M | Buy |
19,640
+790
| +4% | +$252K | 0.18% | 135 |
|
|
2025
Q1 | $5.07M | Sell |
18,850
-975
| -5% | -$262K | 0.28% | 70 |
|
|
2024
Q4 | $5.89M | Buy |
19,825
+455
| +2% | +$135K | 0.28% | 72 |
|
|
2024
Q3 | $5.25M | Sell |
19,370
-135
| -0.7% | -$36.6K | 0.34% | 78 |
|
|
2024
Q2 | $4.52M | Hold |
19,505
| – | – | 0.32% | 72 |
|
|
2024
Q1 | $4.44M | Buy |
19,505
+970
| +5% | +$221K | 0.29% | 78 |
|
|
2023
Q4 | $3.47M | Sell |
18,535
-104
| -0.6% | -$19.5K | 0.25% | 79 |
|
|
2023
Q3 | $2.78M | Hold |
18,639
| – | – | 0.24% | 74 |
|
|
2023
Q2 | $3.25M | Hold |
18,639
| – | – | 0.25% | 78 |
|
|
2023
Q1 | $3.07M | Buy |
18,639
+5,600
| +43% | +$923K | 0.27% | 73 |
|
|
2022
Q4 | $1.93M | Buy |
13,039
+850
| +7% | +$126K | 0.18% | 83 |
|
|
2022
Q3 | $1.64M | Buy |
12,189
+130
| +1% | +$17.5K | 0.18% | 80 |
|
|
2022
Q2 | $1.67M | Buy |
12,059
+510
| +4% | +$70.7K | 0.15% | 76 |
|
|
2022
Q1 | $2.16M | Sell |
11,549
-915
| -7% | -$171K | 0.15% | 80 |
|
|
2021
Q4 | $2.04M | Buy |
12,464
+155
| +1% | +$25.3K | 0.13% | 83 |
|
|
2021
Q3 | $2.06M | Buy |
12,309
+500
| +4% | +$83.8K | 0.15% | 75 |
|
|
2021
Q2 | $1.95M | Hold |
11,809
| – | – | 0.13% | 78 |
|
|
2021
Q1 | $1.67M | Buy |
+11,809
| New | +$1.67M | 0.23% | 55 |
|