AdvisorShares Investments’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,801
| Closed | -$488K | – | 267 |
|
|
2024
Q3 | $488K | Sell |
1,801
-172
| -9% | -$46.6K | 0.09% | 116 |
|
|
2024
Q2 | $461K | Sell |
1,973
-597
| -23% | -$140K | 0.08% | 146 |
|
|
2024
Q1 | $585K | Hold |
2,570
| – | – | 0.1% | 95 |
|
|
2023
Q4 | $481K | Buy |
+2,570
| New | +$481K | 0.11% | 118 |
|
|
2022
Q2 | – | Sell |
-4,677
| Closed | -$875K | – | 241 |
|
|
2022
Q1 | $875K | Buy |
+4,677
| New | +$875K | 0.14% | 78 |
|