American Asset Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,982
| Closed | -$247K | – | 15 |
|
|
2019
Q4 | $247K | Hold |
1,982
| – | – | 0.16% | 92 |
|
|
2019
Q3 | $234K | Hold |
1,982
| – | – | 0.16% | 96 |
|
|
2019
Q2 | $245K | Buy |
1,982
+1
| +0.1% | +$124 | 0.17% | 92 |
|
|
2019
Q1 | $217K | Buy |
+1,981
| New | +$217K | 0.16% | 93 |
|
|
2018
Q4 | – | Sell |
-1,899
| Closed | -$202K | – | 101 |
|
|
2018
Q3 | $202K | Buy |
+1,899
| New | +$202K | 0.18% | 104 |
|
|
2014
Q4 | – | Sell |
-170
| Closed | -$15K | – | 13 |
|
|
2014
Q3 | $15K | Buy |
+170
| New | +$15K | 0.01% | 55 |
|