1623 Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-41,500
| Closed | -$5.02M | – | 82 |
|
|
2020
Q4 | $5.02M | Hold |
41,500
| – | – | 2.38% | 20 |
|
|
2020
Q3 | $4.16M | Buy |
41,500
+80
| +0.2% | +$8.02K | 2.09% | 20 |
|
|
2020
Q2 | $3.94M | Buy |
41,420
+2,896
| +8% | +$276K | 2.75% | 21 |
|
|
2020
Q1 | $3.3M | Buy |
38,524
+6,291
| +20% | +$539K | 3.25% | 17 |
|
|
2019
Q4 | $4.01M | Buy |
+32,233
| New | +$4.01M | 3.83% | 14 |
|