Bellevue Asset Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-300
| Closed | -$49K | – | 540 |
|
|
2021
Q4 | $49K | Hold |
300
| – | – | 0.03% | 181 |
|
|
2021
Q3 | $51K | Hold |
300
| – | – | 0.03% | 172 |
|
|
2021
Q2 | $50K | Hold |
300
| – | – | 0.03% | 174 |
|
|
2021
Q1 | $42K | Hold |
300
| – | – | 0.03% | 194 |
|
|
2020
Q4 | $35K | Hold |
300
| – | – | 0.02% | 212 |
|
|
2020
Q3 | $30K | Hold |
300
| – | – | 0.02% | 214 |
|
|
2020
Q2 | $29K | Hold |
300
| – | – | 0.03% | 218 |
|
|
2020
Q1 | $25K | Hold |
300
| – | – | 0.03% | 235 |
|
|
2019
Q4 | $37K | Buy |
+300
| New | +$37K | 0.03% | 184 |
|