CWS
Cypress Wealth Services’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
6,106
+607
| +11% | +$194K | 0.35% | 59 |
|
|
2025
Q1 | $1.48M | Buy |
5,499
+167
| +3% | +$44.9K | 0.3% | 68 |
|
|
2024
Q4 | $1.58M | Sell |
5,332
-10
| -0.2% | -$2.97K | 0.32% | 67 |
|
|
2024
Q3 | $1.45M | Buy |
5,342
+151
| +3% | +$40.9K | 0.3% | 66 |
|
|
2024
Q2 | $1.2M | Buy |
5,191
+30
| +0.6% | +$6.95K | 0.27% | 69 |
|
|
2024
Q1 | $1.18M | Buy |
5,161
+923
| +22% | +$210K | 0.27% | 71 |
|
|
2023
Q4 | $794K | Buy |
4,238
+15
| +0.4% | +$2.81K | 0.2% | 92 |
|
|
2023
Q3 | $630K | Buy |
4,223
+8
| +0.2% | +$1.19K | 0.17% | 108 |
|
|
2023
Q2 | $739K | Buy |
4,215
+9
| +0.2% | +$1.58K | 0.19% | 96 |
|
|
2023
Q1 | $694K | Sell |
4,206
-107
| -2% | -$17.7K | 0.2% | 92 |
|
|
2022
Q4 | $637K | Buy |
4,313
+38
| +0.9% | +$5.61K | 0.2% | 97 |
|
|
2022
Q3 | $594K | Sell |
4,275
-316
| -7% | -$43.9K | 0.2% | 97 |
|
|
2022
Q2 | $636K | Buy |
4,591
+73
| +2% | +$10.1K | 0.2% | 93 |
|
|
2022
Q1 | $845K | Buy |
4,518
+2
| +0% | +$374 | 0.23% | 78 |
|
|
2021
Q4 | $739K | Buy |
4,516
+71
| +2% | +$11.6K | 0.2% | 84 |
|
|
2021
Q3 | $745K | Sell |
4,445
-20
| -0.4% | -$3.35K | 0.22% | 79 |
|
|
2021
Q2 | $738K | Buy |
4,465
+22
| +0.5% | +$3.64K | 0.2% | 91 |
|
|
2021
Q1 | $628K | Buy |
4,443
+22
| +0.5% | +$3.11K | 0.13% | 126 |
|
|
2020
Q4 | $534K | Buy |
+4,421
| New | +$534K | 0.12% | 145 |
|
|
2020
Q3 | – | Sell |
-7,305
| Closed | -$695K | – | 15 |
|
|
2020
Q2 | $695K | Buy |
7,305
+2,460
| +51% | +$234K | 0.17% | 114 |
|
|
2020
Q1 | $415K | Buy |
4,845
+94
| +2% | +$8.05K | 0.12% | 141 |
|
|
2019
Q4 | $592K | Buy |
4,751
+13
| +0.3% | +$1.62K | 0.15% | 118 |
|
|
2019
Q3 | $560K | Sell |
4,738
-1,822
| -28% | -$215K | 0.15% | 123 |
|
|
2019
Q2 | $810K | Sell |
6,560
-50
| -0.8% | -$6.17K | 0.23% | 104 |
|
|
2019
Q1 | $722K | Buy |
+6,610
| New | +$722K | 0.23% | 99 |
|
|
2018
Q4 | – | Sell |
-2,598
| Closed | -$277K | – | 221 |
|
|
2018
Q3 | $277K | Buy |
2,598
+67
| +3% | +$7.14K | 0.1% | 171 |
|
|
2018
Q2 | $248K | Sell |
2,531
-15
| -0.6% | -$1.47K | 0.09% | 186 |
|
|
2018
Q1 | $237K | Sell |
2,546
-135
| -5% | -$12.6K | 0.1% | 164 |
|
|
2017
Q4 | $266K | Buy |
+2,681
| New | +$266K | 0.11% | 157 |
|