Baron Financial Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-721
| Closed | -$99.9K | – | 63 |
|
|
2022
Q2 | $99.9K | Hold |
721
| – | – | 0.07% | 58 |
|
|
2022
Q1 | $135K | Hold |
721
| – | – | 0.08% | 55 |
|
|
2021
Q4 | $118K | Hold |
721
| – | – | 0.07% | 62 |
|
|
2021
Q3 | $121K | Hold |
721
| – | – | 0.07% | 59 |
|
|
2021
Q2 | $119K | Hold |
721
| – | – | 0.07% | 61 |
|
|
2021
Q1 | $102K | Buy |
721
+240
| +50% | +$33.9K | 0.07% | 65 |
|
|
2020
Q4 | $58.2K | Hold |
481
| – | – | 0.05% | 82 |
|
|
2020
Q3 | $48.2K | Buy |
+481
| New | +$48.2K | 0.05% | 86 |
|