Northcape Wealth Management’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
Q2 | $1.76M | Hold |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.66M | Hold |
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|
2024
Q3 | $1.51M | Hold |
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|
2024
Q2 | $1.29M | Hold |
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|
2024
Q1 | $1.27M | Hold |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $844K | Hold |
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|
2023
Q2 | $986K | Hold |
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|
2023
Q1 | $933K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $669K | Sell |
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|
2022
Q2 | $693K | Hold |
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|
2022
Q1 | $935K | Hold |
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|
2021
Q4 | $818K | Buy |
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