Catherine Avery Investment Management LLC’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$203K Hold
2025
Q3
$183K Sell
2025
Q2
$223K Hold
2025
Q1
$188K Hold
2024
Q4
$208K Buy