9258 Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $635K | Hold |
2,340
| – | – | 0.09% | 174 |
|
|
2024
Q2 | $542K | Sell |
2,340
-11
| -0.5% | -$2.55K | 0.08% | 179 |
|
|
2024
Q1 | $535K | Sell |
2,351
-47
| -2% | -$10.7K | 0.08% | 188 |
|
|
2023
Q4 | $449K | Hold |
2,398
| – | – | 0.08% | 194 |
|
|
2023
Q3 | $358K | Buy |
2,398
+63
| +3% | +$9.4K | 0.07% | 220 |
|
|
2023
Q2 | $407K | Buy |
2,335
+18
| +0.8% | +$3.14K | 0.08% | 210 |
|
|
2023
Q1 | $382K | Buy |
2,317
+226
| +11% | +$37.3K | 0.08% | 215 |
|
|
2022
Q4 | $309K | Hold |
2,091
| – | – | 0.07% | 246 |
|
|
2022
Q3 | $282K | Sell |
2,091
-60
| -3% | -$8.09K | 0.07% | 249 |
|
|
2022
Q2 | $298K | Buy |
2,151
+5
| +0.2% | +$693 | 0.08% | 250 |
|
|
2022
Q1 | $401K | Sell |
2,146
-10
| -0.5% | -$1.87K | 0.09% | 227 |
|
|
2021
Q4 | $353K | Buy |
2,156
+11
| +0.5% | +$1.8K | 0.08% | 254 |
|
|
2021
Q3 | $359K | Sell |
2,145
-1
| -0% | -$167 | 0.1% | 225 |
|
|
2021
Q2 | $355K | Buy |
+2,146
| New | +$355K | 0.1% | 226 |
|
|
2020
Q3 | – | Sell |
-2,232
| Closed | -$212K | – | 301 |
|
|
2020
Q2 | $212K | Buy |
+2,232
| New | +$212K | 0.09% | 251 |
|
|
2020
Q1 | – | Sell |
-3,340
| Closed | -$416K | – | 278 |
|
|
2019
Q4 | $416K | Buy |
3,340
+1,404
| +73% | +$175K | 0.15% | 173 |
|
|
2019
Q3 | $229K | Sell |
1,936
-58
| -3% | -$6.86K | 0.18% | 148 |
|
|
2019
Q2 | $246K | Sell |
1,994
-37
| -2% | -$4.57K | 0.2% | 143 |
|
|
2019
Q1 | $222K | Sell |
2,031
-92
| -4% | -$10.1K | 0.19% | 144 |
|
|
2018
Q4 | $202K | Buy |
+2,123
| New | +$202K | 0.2% | 149 |
|