55I LLC’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.11M | Buy |
8,222
+5,995
| +269% | +$809K | 0.03% | 244 |
|
|
2022
Q2 | $309K | Buy |
+2,227
| New | +$309K | 0.01% | 432 |
|
|
2022
Q1 | – | Sell |
-2,144
| Closed | -$350K | – | 519 |
|
|
2021
Q4 | $350K | Sell |
2,144
-849
| -28% | -$139K | 0.01% | 393 |
|
|
2021
Q3 | $501K | Buy |
+2,993
| New | +$501K | 0.02% | 318 |
|