AWCI
Alpine Woods Capital Investors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,300
| Closed | -$1.18M | – | 173 |
|
|
2023
Q4 | $1.18M | Hold |
6,300
| – | – | 0.18% | 112 |
|
|
2023
Q3 | $940K | Buy |
+6,300
| New | +$940K | 0.15% | 112 |
|
|
2020
Q4 | – | Sell |
-14,474
| Closed | -$1.45M | – | 222 |
|
|
2020
Q3 | $1.45M | Buy |
14,474
+3,197
| +28% | +$320K | 0.22% | 126 |
|
|
2020
Q2 | $1.07M | Buy |
11,277
+1,439
| +15% | +$137K | 0.21% | 119 |
|
|
2020
Q1 | $842K | Buy |
9,838
+2,908
| +42% | +$249K | 0.19% | 120 |
|
|
2019
Q4 | $863K | Buy |
+6,930
| New | +$863K | 0.16% | 122 |
|