All Season Financial Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,654
| Closed | -$438K | – | 99 |
|
|
2023
Q1 | $438K | Buy |
+2,654
| New | +$438K | 0.4% | 75 |
|
|
2022
Q4 | – | Sell |
-1,593
| Closed | -$215K | – | 112 |
|
|
2022
Q3 | $215K | Buy |
1,593
+27
| +2% | +$3.64K | 0.23% | 95 |
|
|
2022
Q2 | $217K | Sell |
1,566
-85
| -5% | -$11.8K | 0.19% | 112 |
|
|
2022
Q1 | $309K | Buy |
1,651
+106
| +7% | +$19.8K | 0.22% | 114 |
|
|
2021
Q4 | $253K | Sell |
1,545
-2,144
| -58% | -$351K | 0.18% | 115 |
|
|
2021
Q3 | $618K | Buy |
3,689
+2,184
| +145% | +$366K | 0.5% | 42 |
|
|
2021
Q2 | $249K | Buy |
+1,505
| New | +$249K | 0.18% | 111 |
|