Antonetti Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.46K | Hold |
50
| – | – | 0.01% | 223 |
|
|
2023
Q2 | $8.71K | Hold |
50
| – | – | 0.01% | 229 |
|
|
2023
Q1 | $8.25K | Hold |
50
| – | – | 0.01% | 232 |
|
|
2022
Q4 | $7.39K | Hold |
50
| – | – | 0.01% | 238 |
|
|
2022
Q3 | $7K | Hold |
50
| – | – | 0.01% | 239 |
|
|
2022
Q2 | $7K | Hold |
50
| – | – | 0.01% | 247 |
|
|
2022
Q1 | $9K | Sell |
50
-3,250
| -98% | -$585K | 0.01% | 256 |
|
|
2021
Q4 | $540K | Hold |
3,300
| – | – | 0.42% | 41 |
|
|
2021
Q3 | $553K | Buy |
+3,300
| New | +$553K | 0.45% | 34 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$28K | – | 124 |
|
|
2014
Q2 | $28K | Hold |
300
| – | – | 0.02% | 127 |
|
|
2014
Q1 | $27K | Sell |
300
-200
| -40% | -$18K | 0.02% | 140 |
|
|
2013
Q4 | $45K | Sell |
500
-300
| -38% | -$27K | 0.04% | 125 |
|
|
2013
Q3 | $60K | Hold |
800
| – | – | 0.06% | 142 |
|
|
2013
Q2 | $60K | Buy |
+800
| New | +$60K | 0.07% | 147 |
|