CVA Family Office’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
1,203
+55
| +5% | +$17.5K | 0.05% | 199 |
|
|
2025
Q1 | $309K | Sell |
1,148
-9
| -0.8% | -$2.42K | 0.05% | 209 |
|
|
2024
Q4 | $343K | Buy |
1,157
+99
| +9% | +$29.4K | 0.05% | 200 |
|
|
2024
Q3 | $287K | Sell |
1,058
-89
| -8% | -$24.1K | 0.05% | 207 |
|
|
2024
Q2 | $266K | Buy |
1,147
+14
| +1% | +$3.24K | 0.05% | 204 |
|
|
2024
Q1 | $258K | Buy |
1,133
+42
| +4% | +$9.56K | 0.05% | 209 |
|
|
2023
Q4 | $204K | Buy |
+1,091
| New | +$204K | 0.04% | 234 |
|
|
2023
Q3 | – | Sell |
-1,227
| Closed | -$214K | – | 288 |
|
|
2023
Q2 | $214K | Sell |
1,227
-60
| -5% | -$10.5K | 0.04% | 212 |
|
|
2023
Q1 | $212K | Sell |
1,287
-153
| -11% | -$25.2K | 0.05% | 216 |
|
|
2022
Q4 | $213K | Buy |
1,440
+220
| +18% | +$32.5K | 0.05% | 203 |
|
|
2022
Q3 | $165K | Buy |
1,220
+295
| +32% | +$39.9K | 0.04% | 190 |
|
|
2022
Q2 | $128K | Sell |
925
-135
| -13% | -$18.7K | 0.03% | 214 |
|
|
2022
Q1 | $198K | Sell |
1,060
-79
| -7% | -$14.8K | 0.05% | 177 |
|
|
2021
Q4 | $186K | Buy |
1,139
+915
| +408% | +$149K | 0.05% | 173 |
|
|
2021
Q3 | $22K | Sell |
224
-955
| -81% | -$93.8K | 0.02% | 253 |
|
|
2021
Q2 | $195K | Buy |
1,179
+520
| +79% | +$86K | 0.06% | 160 |
|
|
2021
Q1 | $93K | Buy |
659
+435
| +194% | +$61.4K | 0.04% | 187 |
|
|
2020
Q4 | $27K | Hold |
224
| – | – | 0.02% | 245 |
|
|
2020
Q3 | $22K | Hold |
224
| – | – | 0.02% | 253 |
|
|
2020
Q2 | $21K | Hold |
224
| – | – | 0.02% | 213 |
|
|
2020
Q1 | $19K | Buy |
+224
| New | +$19K | 0.02% | 201 |
|