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Costello Asset Management, INC → AXP

Costello Asset Management, INC AXP Position History

American Express Company • Financial Services

Quarters held
5
Latest value
$3.8M
Q3 2026
Peak value
$4.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$301K
Q4 2025$335K
Q1 2026$696K
Q2 2026$4.3M
Q3 2026$3.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.8M12.5K——
Q2 2026$4.3M12.8K——
Q1 2026$696K2.3K——
Q4 2025$335K905——
Q3 2025$301K905——

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