Foster Dykema Cabot & Partners’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 | $37.2M | Buy |
116,581
+358
| +0.3% | +$114K | 2.62% | 9 |
|
|
2025
Q1 | $31.3M | Buy |
116,223
+2,060
| +2% | +$554K | 2.51% | 8 |
|
|
2024
Q4 | $33.9M | Sell |
114,163
-202
| -0.2% | -$60K | 2.64% | 9 |
|
|
2024
Q3 | $31M | Sell |
114,365
-1,930
| -2% | -$523K | 2.6% | 10 |
|
|
2024
Q2 | $26.9M | Sell |
116,295
-945
| -0.8% | -$219K | 2.41% | 13 |
|
|
2024
Q1 | $26.7M | Sell |
117,240
-2,395
| -2% | -$545K | 2.49% | 10 |
|
|
2023
Q4 | $22.4M | Buy |
+119,635
| New | +$22.4M | 2.37% | 14 |
|