20/20 Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $376K | Buy |
2,277
+5
| +0.2% | +$826 | 0.1% | 117 |
|
|
2021
Q1 | $321K | Hold |
2,272
| – | – | 0.09% | 126 |
|
|
2020
Q4 | $274K | Buy |
2,272
+60
| +3% | +$7.24K | 0.08% | 141 |
|
|
2020
Q3 | $222K | Hold |
2,212
| – | – | 0.08% | 136 |
|
|
2020
Q2 | $219K | Buy |
+2,212
| New | +$219K | 0.08% | 130 |
|
|
2020
Q1 | – | Sell |
-2,170
| Closed | -$289K | – | 144 |
|
|
2019
Q4 | $289K | Buy |
+2,170
| New | +$289K | 0.12% | 121 |
|