Bel Air Investment Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$2.72M Sell
16,452
-1,823
-10% -$301K 0.08% 105
2021
Q1
$2.59M Buy
+18,275
New +$2.59M 0.08% 115
2013
Q3
$21.1M Sell
279,081
-445
-0.2% -$33.6K 2.95% 15
2013
Q2
$20.9M Buy
+279,526
New +$20.9M 3.06% 13