AFS
Annapolis Financial Services’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $54K | Hold |
199
| – | – | 0.02% | 146 |
|
|
2024
Q2 | $46.1K | Hold |
199
| – | – | 0.01% | 152 |
|
|
2024
Q1 | $45.3K | Buy |
199
+30
| +18% | +$6.83K | 0.01% | 152 |
|
|
2023
Q4 | $31.7K | Hold |
169
| – | – | 0.01% | 238 |
|
|
2023
Q3 | $25.2K | Hold |
169
| – | – | 0.01% | 247 |
|
|
2023
Q2 | $29.4K | Hold |
169
| – | – | 0.01% | 229 |
|
|
2023
Q1 | $27.9K | Sell |
169
-1
| -0.6% | -$165 | 0.01% | 221 |
|
|
2022
Q4 | $25.1K | Hold |
170
| – | – | 0.01% | 228 |
|
|
2022
Q3 | $23K | Hold |
170
| – | – | 0.01% | 241 |
|
|
2022
Q2 | $24K | Buy |
170
+1
| +0.6% | +$141 | 0.01% | 232 |
|
|
2022
Q1 | $32K | Hold |
169
| – | – | 0.01% | 220 |
|
|
2021
Q4 | $28K | Sell |
169
-100
| -37% | -$16.6K | 0.01% | 235 |
|
|
2021
Q3 | $45K | Hold |
269
| – | – | 0.01% | 179 |
|
|
2021
Q2 | $44K | Hold |
269
| – | – | 0.01% | 170 |
|
|
2021
Q1 | $38K | Hold |
269
| – | – | 0.01% | 170 |
|
|
2020
Q4 | $33K | Buy |
+269
| New | +$33K | 0.01% | 166 |
|