Custom Index Systems’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Sell |
1,280
-530
| -29% | -$169K | 0.19% | 162 |
|
|
2025
Q1 | $487K | Sell |
1,810
-824
| -31% | -$222K | 0.25% | 118 |
|
|
2024
Q4 | $782K | Sell |
2,634
-39
| -1% | -$11.6K | 0.42% | 67 |
|
|
2024
Q3 | $725K | Buy |
2,673
+1,166
| +77% | +$316K | 0.39% | 77 |
|
|
2024
Q2 | $349K | Sell |
1,507
-1,738
| -54% | -$402K | 0.2% | 153 |
|
|
2024
Q1 | $739K | Buy |
3,245
+228
| +8% | +$51.9K | 0.42% | 50 |
|
|
2023
Q4 | $565K | Buy |
+3,017
| New | +$565K | 0.35% | 61 |
|