BAM
Baldrige Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $39K | Hold |
239
| – | – | 0.02% | 186 |
|
|
2022
Q4 | $35K | Hold |
239
| – | – | 0.02% | 191 |
|
|
2022
Q3 | $32K | Sell |
239
-4
| -2% | -$536 | 0.02% | 188 |
|
|
2022
Q2 | $34K | Hold |
243
| – | – | 0.02% | 186 |
|
|
2022
Q1 | $45K | Hold |
243
| – | – | 0.02% | 184 |
|
|
2021
Q4 | $40K | Buy |
243
+4
| +2% | +$658 | 0.02% | 184 |
|
|
2021
Q3 | $40K | Hold |
239
| – | – | 0.02% | 181 |
|
|
2021
Q2 | $39K | Buy |
+239
| New | +$39K | 0.02% | 181 |
|