ACA
Affinity Capital Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+631
| New | +$201K | 0.03% | 156 |
|
|
2022
Q2 | – | Sell |
-1,131
| Closed | -$211K | – | 110 |
|
|
2022
Q1 | $211K | Buy |
+1,131
| New | +$211K | 0.07% | 110 |
|
|
2021
Q3 | – | Sell |
-1,431
| Closed | -$236K | – | 121 |
|
|
2021
Q2 | $236K | Sell |
1,431
-176
| -11% | -$29K | 0.08% | 111 |
|
|
2021
Q1 | $227K | Sell |
1,607
-66
| -4% | -$9.32K | 0.08% | 111 |
|
|
2020
Q4 | $202K | Buy |
+1,673
| New | +$202K | 0.08% | 111 |
|
|
2020
Q1 | – | Sell |
-3,416
| Closed | -$425K | – | 98 |
|
|
2019
Q4 | $425K | Buy |
+3,416
| New | +$425K | 0.28% | 58 |
|