Algert Global’s American Express AXP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,112
| Closed | -$891K | – | 1108 |
|
2023
Q2 | $891K | Hold |
5,112
| – | – | 0.04% | 683 |
|
2023
Q1 | $843K | Buy |
+5,112
| New | +$843K | 0.04% | 697 |
|
2020
Q2 | – | Sell |
-6,482
| Closed | -$555K | – | 419 |
|
2020
Q1 | $555K | Buy |
+6,482
| New | +$555K | 0.23% | 155 |
|