CANC
Culbertson A N & Co’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Hold |
3,913
| – | – | 0.19% | 86 |
|
|
2025
Q1 | $1.05M | Hold |
3,913
| – | – | 0.17% | 88 |
|
|
2024
Q4 | $1.16M | Hold |
3,913
| – | – | 0.18% | 86 |
|
|
2024
Q3 | $1.06M | Hold |
3,913
| – | – | 0.17% | 88 |
|
|
2024
Q2 | $906K | Hold |
3,913
| – | – | 0.16% | 88 |
|
|
2024
Q1 | $891K | Hold |
3,913
| – | – | 0.15% | 90 |
|
|
2023
Q4 | $733K | Buy |
3,913
+20
| +0.5% | +$3.75K | 0.14% | 93 |
|
|
2023
Q3 | $581K | Buy |
3,893
+28
| +0.7% | +$4.18K | 0.12% | 99 |
|
|
2023
Q2 | $673K | Hold |
3,865
| – | – | 0.13% | 96 |
|
|
2023
Q1 | $638K | Hold |
3,865
| – | – | 0.13% | 94 |
|
|
2022
Q4 | $571K | Hold |
3,865
| – | – | 0.12% | 94 |
|
|
2022
Q3 | $521K | Hold |
3,865
| – | – | 0.12% | 94 |
|
|
2022
Q2 | $535K | Hold |
3,865
| – | – | 0.12% | 99 |
|
|
2022
Q1 | $722K | Sell |
3,865
-180
| -4% | -$33.6K | 0.14% | 90 |
|
|
2021
Q4 | $661K | Sell |
4,045
-200
| -5% | -$32.7K | 0.12% | 94 |
|
|
2021
Q3 | $711K | Buy |
4,245
+920
| +28% | +$154K | 0.15% | 92 |
|
|
2021
Q2 | $549K | Buy |
3,325
+145
| +5% | +$23.9K | 0.11% | 98 |
|
|
2021
Q1 | $450K | Buy |
3,180
+1,385
| +77% | +$196K | 0.1% | 96 |
|
|
2020
Q4 | $217K | Buy |
+1,795
| New | +$217K | 0.05% | 107 |
|