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Capital Investment Advisors, LLC → AXP

Capital Investment Advisors, LLC AXP Position History

American Express Company • Financial Services

Quarters held
4
Latest value
$55.8M
Q3 2026
Peak value
$59M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$56.5M
Q1 2026$51.9M
Q2 2026$59M
Q3 2026$55.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$55.8M183.6K——
Q2 2026$59M174.4K——
Q1 2026$51.9M171.4K——
Q4 2025$56.5M152.8K——

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